What You Need
Account Type Selection
Account Owner Info
Invest On Funds
New Account Setup - What You Need
The information listed below will be required to open an online account.
Date of Birth
Social Security Number
Beneficiary Information (if applicable)
Important Information About Procedures for Opening a New Account - To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. Please call Shareholder Services with any questions at 800-453-4392 Option 2.
Bank Account Verification
Verify by logging into your Bank Account
Login with your bank account id and password for instant verification.
Verify by Micro Deposits
Two deposits less than $1.00 will be made into your bank account and you will need to verify the exact amounts This can take 2-3 days to reflect in your Bank Statement. You can login and verify the amounts later.
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