You can open the following types of accounts online: individual, joint tenants, UGMA (Uniform Gifts to Minors Act), traditional IRA, Roth IRA and SEP IRA.
To open an account online, fill out our application. The online application takes about 10 minutes to complete. We will transfer money from your bank account to fund your purchase.
Before you start, make sure to have the following information
- Your Social Security Number
- Beneficiary Social Security number (for retirement accounts)
- Bank account routing number
- Bank account number
See our Shareholder's Frequently Asked Questions to find out about account eligibility and minimums. Read our website’s requirements to learn about your browser’s compatibility with our website.