Account Applications
- New Account Application
- Evanston Multi-Alpha Fund Investor Application
- Evanston Multi-Alpha Fund Additional Subscription Agreement
- Individual Retirement Account (“IRA”) Application
- Coverdell Education Savings Account (“ESA”) Application
- SIMPLE IRA Application
Account Forms
- Individual Retirement Transfer of Assets Form
- Non-Qualified Transfer of Assets Form
- Individual Retirement Account (IRA) Request for Distributions Form
- Evanston Multi-Alpha Fund – Letter of Acceptance in Connection with the Fund’s Acceptance of Tenders of Shares
Custodial Agreements and Disclosure Statements
- Coverdell Education Savings Account Custodial Account Disclosure Statement
- Roth Individual Retirement Custodial Account Agreement and Disclosure Statement
- SIMPLE Individual Retirement Custodial Account Agreement and Disclosure Statement
- Traditional Individual Retirement Custodial Account Agreement and Disclosure Statement
If you are interested in opening a North Square Funds account and would like additional information, including guidance or assistance in completing these forms, please call our client contact center toll-free 1-855-551-5521.