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| 18
Account Types to Choose From |
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| Individual Retirement Accounts |
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| 3 Ways to
Fund Your Account |
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| Transfer from Another Institution |
| Simply send us an Account Transfer Form as well as a copy of your account statement from the other firm showing account title, account number and positions. |
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| Wire a Deposit |
| It's fast and there is no fee for incoming wires. |
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| Mail a Check |
| We accept personal, bank and cashier checks. |
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See More  |
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| Get Organized |
| Keep the following info at your fingertips and zip through our application process. |
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| Personal Info |
| Full Legal Name |
| Address |
| Date Of Birth |
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| Non-U.S. Residents |
| We must receive the W8-BEN form and a copy of government-issued photo id (such as a passport) before an account can be issued. |
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| 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 for
you: When you apply for an account,
we will ask for your name, address,
date of birth, and other information
that will allow us to identify
you. We may also ask to see a copy
of your government-issued photo
ID such as a passport or driver’s
license. |
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| Free
Checkwriting |
| Get unlimited checkwriting and
a debit card with our PenFlex
account. |
| Get
It |
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