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Open a Mutual Fund Account Online
 
It's easy to get started. You can fund your account with an
Electronic Funds Transfer
from your bank account, by Federal Wire, or by sending us a check.
You can use our online application to establish the following accounts:
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Regular
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Personal Trust (cannot be funded online)
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Custodial (UGMA/UTMA)
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Traditional & Roth IRA
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Rollover IRA
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Education Savings Account
Before you get started, please make sure you have the following information available:
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Your Social Security number (SSN) or Taxpayer Identification
number (TIN)
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Your e-mail address (If you currently have accounts with us, verify that we
have your correct e-mail address on file.)
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If you are opening an IRA, the address and SSN/TIN of
your beneficiary
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If you are transferring or rolling over an IRA, the
account number of the account you are transferring and the address
of the financial institution
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If you are opening an UGMA/UTMA or Education Savings
Account, the name, address, SSN/TIN, and date of birth of the beneficiary(ies)
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Banking information for your reference (if funding online).
Important Information:
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All account owners and
beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing
address and residential address (if different than mailing address), or
a military address if in the armed forces.
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We can not accept third-party, credit card, or
starter checks.
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You must haveAdobe Acrobat Reader to view certain
forms.
Representatives
are available at 1-800-359-3379 if you have any questions during the process.
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