Individual
A regular taxable account for investors 18 years and older registered in one person’s name.
Minimum investment to open an account
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)
Joint
A taxable account owned equally by 2 or more individuals and subject to the rights of survivorship.
Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)
Uniform Gift / Transfer to Minor
(UGMA/UTMA)
A taxable account funded by an irrevocable financial Gift/transfer to a Minor and controlled by a custodian (adult) until the child reaches the age of maturity.
The adult’s state of residence dictates the type of account you can open as well as the age of maturity.
Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)
Additional resource
Learn more about UGMA/UTMA accounts
Trust
Investment accounts opened by an established trust.
Minimum investment
$2,000 for any Fund. Subsequent investments must be at least $25.
Corporate
Investments accounts opened by an established corporation.
Be sure to include the name of the corporation or other entity on your application, as well as the taxpayer identification number. A corporate resolution that identifies individuals authorized to conduct transactions on this account is also required.
Minimum investment
$2,000 for any Fund. Subsequent investments must be at least $25.
To Open an Account:
Complete and mail-in our New Account Application:
Non-Retirement Account Application
Or Visit Our Online Portal
Have questions? Contact our Shareholder Services Team at 888-462-5386 – we are always happy to help.