Getting Started Topics Overview Open an account Before you begin Apply for an account Apply Online Apply Offline Step 1 Step 2a - Personal Step 2b - IRA Step 3 Read your agreement Log on to ® Make your first trade Check your account What's next? FAQs

How to print, sign, and mail your application

1. Review your application to make sure all the information is correct. If you'd like to change any information, do so now.
   
   
2. Once you're satisfied the information is correct print it, then sign and date it everywhere your signature is requested.
   
   
3. Send your application, checks, and any accompanying documentation or statements to us at the address below. If you are transferring assets from another institution you can download a Transfer Form by clicking the Transfer link on the green menu bar on the left of your screen.
   
   

   Mail to this address:	Fed-Ex to this address:

   Note! Pershing, LLC acts as clearing agent and IRA custodian for   accounts. If you are making your initial deposit by check, make sure you enclose that check made payable to . For more information about the types of checks that we accept, see "Types of checks you can deposit."