How do I open an account?

The easiest way to create an account is to do so through our secure online portal. You’ll need about 15 minutes and $25 to get started. As the account owner, you'll need to provide your full name, contact information, date of birth, and Social Security number (or tax ID) — and we’ll need the same info for your account’s beneficiary (if it’s someone other than yourself). Once your information is confirmed, you’ll be able to connect your bank account, choose your investments, adjust your account preferences, and more. The step-by-step process is simple.

If you’d rather open your account as an UGMA/UTMA account for a beneficiary, please download and submit our Enrollment Form (PDF). And if you’re an entity, such as a trust or organization, you can download and submit our Entity Enrollment Form (PDF).