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Please select one of the following account types to continue your account application.
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
An account with only one owner.
An account with two owners.
An account which was established through financial or legal advisors.
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
Contributions may be tax-deductible for the current tax year. Earnings and tax-deductible contributions are taxed at the time you begin taking qualified withdrawals.
Contributions are made on an after-tax basis. Earnings on contributions are tax-free at the time you begin taking qualified withdrawals.
Contributions in a Rollover IRA originate in an employer-sponsored retirement plan, such as a 401(k). They are distributed out of the employer plan and into a Rollover IRA when you leave the company or retire. Earnings and contributions remain tax-deferred and are taxed at the time you begin taking qualified withdrawals.
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
An account under the Uniform Gift to Minor Act (UGMA) or Uniform Transfer to Minor Act (UTMA). A UGMA or UTMA allows an adult to give a gift, such as mutual fund shares, to a minor. A designated custodian directs transactions for the minor until the minor reaches the age of majority.
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.
To complete your application, you'll need the following information. If you don't have something, you can save your progress and finish later.