To streamline your account creation process, please have the following information and documents available:

• Information about you (and any joint account holder, if applicable), including: full legal name, Social Security number, birthdate, address, email address, and phone number.
• Your (and any joint account holder’s, if applicable) employment information, including: occupation, employer name, address, and phone number.
• Bank account information (bank name, routing and account number) for a checking or savings account that you will link to your investment account for electronic deposits and/or withdrawals.
• For IRA accounts: information about your beneficiaries, including names, Social Security numbers, and birthdates.
• If you are transferring from another account: your most recent account statement for that account (PDF file preferred), as well as the name, address, and phone number of the firm you are transferring from.

If you need to exit the account creation process for any reason, check your email. A message will have been sent to you with a link that you can use to resume your application.

All connections to the Invest:FoCo account opening portal are secured with 128-bit SSL encryption and sensitive data is encrypted at rest.