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Open an Account With Us

Whatever your long-term investing goals, our focus on value can help. Open an account to invest in our no-load, low-cost mutual funds—the same actively managed Funds we invest in as Dodge & Cox employees.


Select your account type

Start by choosing the type of account you need. We offer a wide range of options. Review the categories and descriptions below to find the account that best suits your situation.

General Investment Accounts

Build your portfolio with low-cost Funds that help you keep more of what you earn.

Individual/Joint Tenant Investment Account

Put your money to work in this easy-to-manage account by investing in our mutual funds.

Gift/Transfer to a Minor (UTMA) Account

Invest on behalf of a minor until the minor reaches the state’s age of majority when they take ownership of the account. 

Estate Account

Manage investments on behalf of an estate and make distributions.

Personal Trust

Establish a trust account to manage your investments for your trust beneficiaries.

Corporations or other Entity Accounts

Organizations that can use this type of account are S-corporations, LLCs, and partnerships.


Open and fund your account

It takes just minutes to open an account online to invest in our no-load, low-cost Funds. You can also save your application and access it later—and we're here to help if you have any questions.

If you’re opening an account on behalf of a corporation or other organization, complete the mail-in application. Click here to download the application.

                       Already have a Dodge & Cox account? Login here

 

      How to open an investment account

How to open an investment account
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      Narrator: Welcome to Dodge & Cox. We offer a variety of ways to invest in our value-oriented, no-load, low-cost mutual funds, and it's easy to open your account online. Let's assume you're new to Dodge & Cox and you want to open an individual account. To start, click “Open an Account.” This begins your online application. To continue, select “Start an Application.” Select your account type. If you're not sure, there are brief descriptions to guide you. From here, it's just four easy steps:

      • Step one, tell us about yourself as the account owner and how you'd like your account documents delivered. Dodge & Cox uses a number of security measures to help keep your data safe.
      • Step two, tell us how you’re funding your investments. Let's assume you'll use a bank to transfer your funds. We'll verify your bank information in seconds on screen and via email.
      • Step three, set up your investments. Select the Dodge & Cox Funds you initially want to purchase, fill in your investment amounts, and set up an automatic investment plan if you want. Then, confirm your cost basis method and how you want any dividends and capital gains distributed. If you don't want the preselected options, you can adjust them. Hover over any of these tool tip buttons for more information, and you can always contact us if you need help.
      • Finally, create a username and password for your new account and review your information. Once you verify your account details and accept our terms of use, we'll confirm your new account. To view your new account, just click “Login to my Account” and that's it. You'll see your new Dodge and Cox account dashboard. Once your deposits are received, you'll see the Fund shares you purchased. 

      We’re here to help.

      Call

      Call us at +1 800-621-3979

      Client resources are available Monday through Friday, 8 a.m. to 7:30 p.m., Eastern Time

       

      For help with:

      • General firm and Dodge & Cox Funds information (literature, prospectuses, forms etc.)
      • Your Dodge & Cox Funds IRAs, General Investment and Separate Entity accounts

      Mail

      Mail your Dodge & Cox Funds IRA, General Investment and Separate Entity accounts forms and documents.

       

      Regular Mail  

      Dodge & Cox Funds
      P.O. Box 219502
      Kansas City, MO 64121-9502 

       

      Express Mail

      Dodge & Cox Funds 
      801 Pennsylvania Ave
      Suite 219502
      Kansas City, MO 64105-1307

      Online

      Don’t wait for mail delivery. Log into your account(opens in a new tab) to upload respective forms securely to Dodge & Cox. 

       

      Forms and guides

      Search for, download or order literature, forms and account applications.

       

      Tax Center

      Find general information, guides, tax forms and more. 

       

      Tax laws and regulations are complex, and subject to change, which can materially impact investment results. Dodge & Cox cannot guarantee that the information herein is accurate, complete, or timely and makes no warranties with respect to such information, including your use of, or any tax position taken in reliance on, such information. Only Dodge & Cox Funds are available for purchase in a Dodge & Cox Funds IRA account. Investment options available through an employer retirement plan or other IRA providers and any associated fees will differ. Consult with a tax or legal advisor before making any investment decision.