A Personal Investment Account (PIA) can be used to meet many investment needs. When your account is established, you will have a variety of socially screened investment choices. Contributions can be made by check, wire or by establishing an automatic investment plan through your bank.1
Net investment income and capital gains from the Funds are distributed periodically to shareholders. These distributions can either be automatically reinvested or taken as income. These distributions are considered taxable events. Unlike 403(b) retirement plans, annuity payout options are not available with PIAs.
Eligible shareholders and their spouses can open both individual or joint accounts or accounts for a minor child by using the Uniform Gift to Minors Act (UGMA) or the Uniform Transfer to Minors Act (UTMA). An UGMA or UTMA permits a monetary gift to be given to a minor and held in a custodial account that an adult manages for the minor’s benefit until the minor reaches a certain age.
PIA account requirements: Initial investment per fund — $1,000
Subsequent purchases per fund — $100
Exchanges from another fund — $250
Minimum account balance per fund — $1,000
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Advantages of a Personal Investment Account (PIA)
- No limitation on maximum contributions.
- Contributions can be made whenever you desire.
- Immediate access to all assets in your account.2
- No age restrictions or penalties imposed on withdrawals.
- Check writing privileges for Money Market accounts.3
Open a Personal Investment Account today. Invest with Christian values through GuideStone Funds – a leader in socially screened investments for the evangelical community. To start, email us, fill out our online form, or call 1-888-98-GUIDE (1-888-984-8433) for more information.
1 Management fees and expenses do apply to an investment in GuideStone Funds, as described in the prospectus.
2 Shares may be redeemed any day the New York Stock Exchange is open. Redemption orders will be processed at the close of the trading day.
3 An investment in the Money Market Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Although the Funds seeks to maintain a value of $1.00 per share, it is possible to lose money.
Retail products made available through GuideStone Financial Services, member FINRA.