Choose from the following self-directed accounts:
Not sure which account is right for you? Give us a call 1-800-524-8875.
Personal Accounts
| Account Type |
Description |
Apply Now |
| Individual |
An account where only one person is the owner and
takes full responsibility for the account. Individual
accounts are eligible for CashLink(SM). |
Apply Online Download Mail Me |
| Joint Tenants |
An account owned by two or more people. Each
owner takes responsibility for the account.
Benefits include: account passes in full without
probate to the survivor(s) upon death of an owner.
Joint accounts are eligible for CashLink(SM). |
Apply Online Download Mail Me |
| Custodial |
Account established by an adult through an
irrevocable gift. The adult acts as custodian for the
benefit of the minor under the Uniform Transfers to
Minor's Act UTMA. The minor owns the account,
and, therefore is responsible for taxes. |
Apply Online Download Mail Me |
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Not sure which account is right for you? Give us a call 1-800-524-8875.
Retirement Accounts
| Account Type |
Description |
Apply Now |
| Traditional IRA |
A retirement account where investment
contributions are made on tax deductible or tax
credit basis. Contributions and any growth are tax
deferred until withdrawal. Early withdrawals may
be subject to penalties. |
Apply Online Download Mail Me |
| Roth IRA |
An individual retirement account where investment
contributions are made on a non-tax deductible
basis. Account assets grow tax-free and may
become tax-free. |
Apply Online Download Mail Me |
| Rollover IRA |
A retirement account that is established with assets
transferred from an employer qualified retirement
plan. |
Apply Online Download Mail Me |
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Specialty Account Services
| Account Type |
Description |
Apply Now |
| Trust |
A Trust allows the owner to transfer assets to one
or more recipients, called trustees, who hold legal title
to the transferred assets and manage the assets
for the benefit of the owner or other named beneficiaries. |
Call 1-800-524-8875 |
| Business |
Establish an account in the name of a Corporation,
LLC, Limited Partnership, or Sole Proprietership. |
Call 1-800-524-8875 |
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Account Types
