New User Registration Questions & Answers

What Types of Accounts Can I Access When I Register?

Traditional IRA, Roth IRA, Roth Conversion IRA, UGMA or UTMA*, Coverdell Education Savings Account (CESA)**, Giftrust®, IRA-Rollover, SEP-IRA, SIMPLE-IRA, 403(b), Personal Trusts, Brokerage Accounts, Defined Benefit, Money Purchase Pension, Partnerships, Operating accounts, Endowments, Profit Sharing, Limited Liability Corporations, Foundations, Unincorporated Associations, Other Qualified Retirement Plans.

* Online access is not available for UGMA or UTMA accounts with multiple custodians under the primary Tax Identification number.
** Online access is not available if the Responsible Individual for the CESA is different from the custodian of a UGMA or UTMA account under the same Tax Identification number.

What Types of Account Transactions Will I Be Able to Accomplish Online?

The following transactions can only be completed online if your banking information has been added to your account*:

Make a one-time investment, establish or modify automatic investments, exchange money from an existing account to a new or existing account, redeem shares and order new checks for CheckWriting accounts.

* Learn how to Add Bank or Remove Bank information.

How Do I Register?

Select the Register Now link at the top of any page on our site.

Please note that you'll need:

  • A Tax Identification number (Social Security number or Employer Identification number)
  • An account number
  • Valid email address