Online Account Access


The IRA maintenance fee will be automatically deducted from Individual Retirement Account(s) on November 4, 2016.  If you would like to prepay the fee, please make sure we receive your check payable to US Bank prior to that date.  The fee is $15.00 per account, per social security number, with a cap of $30.00.  Include your account number(s) on your check for proper credit.


Login Using User ID



Establish User ID

Establish ID

To establish a User ID and Password click the link above. (You will need the last four digits of your Social Security number (SSN) as well as your account number.)

The Nicholas Family of Funds offers online account access allowing shareholders to view portfolio information and historical account activity. Additionally, shareholders are able to perform online transactions including purchases, exchanges and redemptions as well as requesting tax statements, changing distribution options and downloading portfolio holdings and activity. The ability to perform these online transactions is dependent on the options selected at the time the account was established. If your account does not have the ability to perform a desired transaction please call (800) 544-6547 to speak to a customer service representative.

Accounts with identical registrations will link to comprise your portfolio summary. Please call a Customer Service Representative if you have additional questions concerning the registration of your accounts. Once you have accessed your portfolio summary you will be able to view account balances, account history, download data, request duplicate statements and tax forms as well as perform transactions.

NOTE: Your ability to perform transactions, including, but not limited to, purchases, redemptions and exchanges, is dependent on the account options requested at the time you established your account. If you do not see the transaction option button you desire please contact a Customer Service Representative at 800-544-6547 or 414-276-0535 for assistance in performing the necessary transaction.

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The Nicholas Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Nicholas Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. 

Please refer to each prospectus for important information about each investment company, including investment objectives, risks, charges and expenses. 

Mutual fund investing involves risk; principal loss is possible. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities such as limited liquidity and great volatility. Investment by the Funds in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. 

Past performance does not guarantee future results.

Diversification does not assure a profit nor protect against loss in a declining market.

Glossary of terms   |   Privacy & Security

Nicholas Funds are distributed by Quasar Distributors, LLC