Open a Custodial Account Online
It's easy to get started. You can fund your account with an
Electronic Funds Transfer
from your bank account, by Federal Wire, or by sending us a check.
Your Social Security number (SSN)
The name, address, SSN, and date of birth of the beneficiary
Your email address (If you currently have accounts with us, verify that we
have your correct email address on file.)
Banking information for your reference (if funding online)
All account owners and
beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing
address and residential address (if different than mailing address), or
a military address if in the armed forces.
We can not accept third-party, credit card, or
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are available at 1-800-359-3379 if you have any questions during the process.