Open an Account

Open an Account

Start investing in your future.

3 Steps to Get on Your Way to Alternative-Asset Investing

1. Open an account
2. Fund your account
3. Select an investment

If you aren't sure which account you'd like to open, see all the individual and small business account types and plans you can choose from.

Individual Retirement Accounts (IRA)

You can complete either an online application or a fillable PDF to open and fund a traditional, rollover, or Roth IRA.

Apply Online or Download Application Kit

Note: If you haven't registered with PENSCO, you'll need to register using your email to set up a login ID and password to use the online IRA application.

Make sure you have these items ready before you start:

• Driver's license, passport, state-issued ID, or military ID
• Credit or debit card information
• Beneficiary name, their SSN, date of birth, and address if you intend to have beneficiaries (you can have more than one)
• Your current account information if transferring or rolling over from an existing account,

PENSCO will open your account within 2 business days of receiving your completed and signed account application.

See Funding Methods and Timelines for details about funding your account.

Small Business Plans

Custodial Accounts

Use this application to open a custodial or Coverdell Education Savings Account (ESA).

Download Application Kit

Fees

See PENSCO Fees for complete fee schedules.