How to open an account:

  1. Fill out the information below. Hit Submit

  2. Within 24 hours you will receive a DocuSign email to open your account.

  3. Upon completion of the DocuSign, the account will be opened.

  4. We will then email you with your account number and address to send your investment.

Please call us with any questions at 317-581-5664

Account Owner Information
What type of account do you wish to open?
Do you wish to roll an existing account into this account?

Thanks for submitting, we will send you the appropriate paperwork soon!