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:
Personal Trust (cannot be funded online)
Traditional & Roth IRA
Education Savings Account
Before you get started, please make sure you have the following information available:
Your Social Security number (SSN) or Taxpayer Identification
Your e-mail address (If you currently have accounts with us, verify that we
have your correct e-mail address on file.)
If you are opening an IRA, the address and SSN/TIN of
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
If you are opening an UGMA/UTMA or Education Savings
Account, the name, address, SSN/TIN, and date of birth of the beneficiary(ies)
Banking information for your reference (if funding online).
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.
We can not accept third-party, credit card, or
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are available at 1-800-359-3379 if you have any questions during the process.