Open a Custodial 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.
To open a Custodial Account (UGMA/UTMA), you'll need the following information:
- Your Social Security number (SSN)
- The name, address, SSN, and date of birth of the beneficiary
- Your email address (If you currently have accounts with us, verify that we have your correct email address on file.)
- 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 have Adobe Acrobat Reader to view certain forms.
Representatives are available at 1-800-359-3379 if you have any questions during the process.