Types of investment accounts
Oak Associates Funds offers 3 categories of accounts:
Non-retirement Accounts
Meet your wealth-building investment goals.
Retirement Accounts
Ensure you’re ready for retirement.
Education Savings Accounts
Prepare for the ever-increasing cost of higher education.
To Open an Account
Visit our online portal
Have questions? Contact our Shareholder Services Team at 888-462-5386 – we are always happy to help.