These are the steps to enroll in TX-FIT. Forms or examples have been provided beneath each step to streamline the enrollment process:
Before enrolling, please review these documents:
If you are allowed, by your investment policy statement or a previous resolution, to act on behalf of your government entity to engage in financial relationships, such as opening a bank account, please complete the following documents
If your investment policy requires board approval for the entrance into financial relationships, such as opening a bank account, please complete the following documents.
Please email the completed documents to firstname.lastname@example.org and mail the originals to:
P.O. Box 780547
San Antonio, TX 78278
For more details, please contact the Client Services team.
Current TX-FIT shareholders may require these forms to manage their account.
To purchase shares in TX-FIT, please use the wire instructions below. Once the wire has been initiated, log into your TX-FIT client portal and execute a purchase transaction.
Wire to: U.S. Bank, N.A.
777 East Wisconsin Avenue
Milwaukee, WI 53202
Credit Name: U.S. Fixed Income Trust Incoming Wires
Account #: 182381441498
Further Credit: TX-FIT and Name of Pool
Further credit to: Entity Name and Account Number
Trades entered in the client portal before 1:00 PM Central Time will be processed the same business day.
Trades entered in the client portal after 1:00 PM Central Time will be processed the next business day.
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This communication and the products and services described within are intended solely for Texas public institutions and is not an offer to sell or buy any investments or services offered by Water Walker Investments to any public institution in any jurisdiction in which such offer or solicitation would be unlawful under the securities laws of such jurisdiction.