In order to complete an account application, you will need some information handy. We recommend you gather this information before you begin the application.

• Your social security number (SSN) or tax identification number (TIN)
• Bank account routing number and account number. An electronic funds transfer from your bank account may be used when you are opening an account using a mail-in application, and it must be used if you are opening an account online. Therefore, it will be helpful to have your bank account number and routing number as well as the exact name(s) of the account holder(s) as they appear on a check. In fact, you can obtain all this information from one of your bank checks.
• A valid e-mail address
• If you are opening an IRA, the address and SSN of your beneficiary
• If opening an UGMA/UTMA or Education Savings Account, the name, address, SSN and date of birth of the minor

Also, all account owners and beneficiaries must be United States 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.

If you have any questions or need help, please call one of our Shareholder Services representatives at 800-292-7435 between 8am and 7pm central time, Monday through Friday.

Begin an Online Account Application