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:
- Regular
- Personal Trust (cannot be funded online)
- Custodial (UGMA/UTMA)
- Traditional & Roth IRA
- Rollover 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 number (TIN)
- 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 your beneficiary
- 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).
Important Information:
- 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 starter checks.
- 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.