Select Account Type

Investing for a Minor

Investment accounts for minors are managed by a designated adult, often a parent or guardian. The accounts are registered under the minor's Social Security number. Choose from a Traditional IRA or Roth IRA.

Learn more about investing for a minor

 

Traditional IRA for a Minor:

A traditional IRA for a minor who has earned income. A designated responsible individual directs transactions for the minor until the minor reaches the age of majority.

Roth IRA for a Minor:

A Roth IRA for a minor who has earned income. A designated responsible individual directs transactions for the minor until the minor reaches the age of majority.
 

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Account Setup Checklist

 

To complete your application, you'll need the following information.

  • Your contact information
  • Your Social Security #
 

To complete your application, you'll need the following information.

  • Your contact information
  • Your Social Security #
  • Joint Owner's contact information
  • Joint Owner's birthdate
  • Joint Owner's Social Security #
 

To complete your application, you'll need the following information.

  • Trustee contact information
  • Trustee birthdate
  • Trustee Social Security #
  • Co-trustee contact information, if applicable
  • Co-trustee birthdate, if applicable
  • Co-trustee Social Security #, if applicable
  • Date of trust agreement
  • Name of trust
  • Trust tax ID, if applicable
 

To complete your application, you'll need the following information.

  • Your contact information
  • Your Social Security #
  • Beneficiary contact information, if applicable
  • Beneficiary birthdate, if applicable
 

To complete your application, you'll need the following information.

  • Custodian contact information
  • Custodian birthdate
  • Custodian Social Security #
  • Minor's name
  • Minor's birthdate
  • Minor's Social Security #
 

To complete your application, you'll need the following information.

  • Minor's name
  • Minor's birthdate
  • Minor's Social Security #
  • Responsible party's contact information
  • Responsible party's birthdate
  • Responsible party's Social Security #
  • Beneficiary contact information, if applicable
  • Beneficiary birthdate, if applicable