Open a Zions Direct account today.
Simply follow the step-by-step instructions below to open your Zions Direct account. If you have any questions along the way, please contact Zions Direct at 1-800-524-8875.
Start by selecting an account type:
Personal Accounts
Trade mutual funds, bonds, stocks and options online from the convenience of your home or office. Account types include individual, joint and custodial.
Step 1: Print one of the following personal account applications.
- Individual Account - An account where only one person is the owner and takes full responsibility for the account.
- Joint Account - 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.
- Custodial Account - 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.
Step 2: Print instructions on how you would like to fund your account.
Step 3: Complete, Sign, Date and Mail with your Account Application and Deposit or Transfer Instructions to Zions Direct.
Important
Please read additional disclosures
Retirement Accounts
An Individual Retirement Account (IRA) allows an investor to save money for use in retirement while allowing the savings to grow tax-free. Funds in an IRA may be invested in a broad variety of vehicles such as stocks, mutual funds and bonds.
Step 1: Print one of the following Individual Retirement Account applications.
- Traditional IRA Account - 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.
- Rollover IRA Account - A Rollover IRA is designed as a holding account for funds distributed from an employer's qualified retirement plan such as a 401(k) or 403(b). Moving funds into a Rollover IRA allows the account owner to return the funds to another qualified retirement plan in the future.
- Roth IRA Account - A Roth IRA enables tax payers to save money for use in retirement while allowing the savings to grow tax-free. All of the tax benefits associated with a Roth IRA apply when withdrawals are made; withdrawals, subject to certain rules, are not taxed.
Step 2: Print the IRA Adoption Agreement.
Step 3: Print instructions on how you would like to fund your account.
Step 4: Complete, Sign, Date and Mail with your Account Application and Deposit or Transfer Instructions to Zions Direct.
Important
Please read additional disclosures
Specialty Account Services
Step 1: Print Application.
- Trust Account - 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.
- Business Account - Establish an account in the name of a Corporation, LLC, Limited Partnership, or Sole Proprietorship. Call 1-800-524-8875.
Step 2: Print instructions on how you would like to fund your account.
Step 3: Complete, Sign, Date and Mail with your Account Application and Deposit or Transfer Instructions to Zions Direct.
Important
Please read additional disclosures
Additional Forms and Agreements
If you have any questions, please contact Zions Direct at 1-800-524-8875.
 |
|
An Adobe Acrobat Reader is required to access some of these files. Once installed, click the icons to view. A free Version of this software may be available online.* |
 |
Account Types
