Open an Account Online

Individual | Joint Account | Traditional & Roth IRA | UGMA/UTMA

What You Will Need

[check mark] Your Social Security Number (SSN)   [check mark] An email address
[check mark] Bank account information (This information can be found on a check or savings deposit slip.)   [check mark] Minimum investment $2000 ($1000 with a monthly Systematic Investment Plan)

Get Started >>

For certain types of accounts, you may also need:

For an IRA


  • Minor's SSN
  • Minor's Address
  • Custodian/Responsible Adult's SSN
  • Custodian/Responsible Adult's Address



After opening new account, you will receive an account number and confirmation of your investment.

My Oak Account

Online Account Access