System Update to the American Finance Trust Class A (AFIN)

First Trust Retirement is making a system update to the American Finance Trust Class A (AFIN) investment and related Undirected Cash/NOW accounts in your IRA. YOU DO NOT NEED TO TAKE ANY ACTION FROM THIS UPDATE!


Starting on July 30, 2019, please use the new fund numbers provided below for account access and reference. Your account number is not changing, only the fund numbers of the investment held in your IRA. 


Product Old Fund Number New Fund Number
American Finance Trust Class A 4867 9516
Undirected Cash/NOW 3907 9500

Mailing and Contact Information

All mailing and contact instructions will remain the same, and are referenced below.

Regular Mail Overnight

Attn: FTR- Publicly Traded
PO Box 219261

Kansas City, MO 64121-9261

Mail Stop:  FTR-Publicly Traded
430 West 7th Street
Suite 219261

Kansas City, MO  64105-1407




Alternative Investment Products Available

Stay with First Trust Retirement and move your IRA to another alternative investment. Complete the IRA Transfer/Rollover form, FTR IRA Application*, and the new Sponsor's subscription documentation. Sign all forms and mail to the appropriate address listed on the form.

*IRA Application only required if IRA account does not exist within Product Sponsor.