IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth, and other information that will allow us to identify you. We appreciate your understanding and cooperation in this request.
For questions on opening a new account, please contact our Investor Services team at 1.855.775.3337.
Open an Account Online
Mail-in to Open an Account
Select and print the form you need, then return it to Shareholder Services via:
P.O. Box 13664
Denver, CO 80201
1290 Broadway, Suite 1100
Denver, CO 80203
|To open a Regular Account|
|To open a Roth IRA Account|
|To open an IRA Account|
|To open an Entity Account|
|To open a Coverdell Education Savings Account|