A general investing account is usually taxable and may be used for any investment goal. Choose if you'd like to set up yours as an individual account with one owner, a joint account with two owners, or a personal trust account.
Learn more about general investing
Get help saving for retirement with an individual retirement account (IRA). You can choose from a Traditional IRA, Roth IRA or Rollover IRA.
Learn more about IRA investing
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 UGMA/UTMA account, Traditional IRA or Roth IRA.
Learn more about investing for a minor
To complete your application, you'll need the following information.