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Open an account now

In just a few steps, you can be on your way to reaching your goal!

Step 1: Select your account type

If you'll be the only one using this account, choose an individual account.

If someone else—like a spouse—needs access to the account, choose a joint account.

Step 2: Choose your investments

The mutual fund you select depends on how long you have to save.

If you'll need the money in less than a year, consider selecting one of our money market funds.

If you have longer to save, you have a much wider variety of options.

Step 3: Open your account online

If you want to open your account with an electronic transfer from your bank, you'll need your bank routing and account numbers, which you can find on your checks.

If you don't set up your bank information when you open the account, remember to come back and link your accounts later. That way, you'll be able to get your money quickly when you need it!

Open an account now

We're here to help

Talk with one of our investment specialists.

Call 800-891-5355

Monday through Friday