• Account Set-Up
  • Contact Details
  • Security Information
  • Investment Plan
  • Funding & Payment

User Name & Password

» Details
Be sure to write down your User Name and Password. If for any reason you don’t complete the registration process, you can use them to access your account and pick up right where you left off. Keep in mind, User Names and Passwords are “case sensitive,” so if you enter your User Name in all lower case letters, you’ll need to type it in using lower case letters each time you access your MyStockFund account.

If you have already started your application but have not completed it,
click here to login and complete your application.


Username *
Your password *
Confirm your password *
Your e-mail address *
Confirm e-mail address *
Passwords must be 6 to 12 characters long, must contain at least one number, and are case-sensitive. Do not include spaces or tabs in your entry.
Please enter your promotional code, if available.
Promotional Code: » Details
If you do not have a promo code, don't worry, go-ahead and complete your registration, and when you get one we'll be glad to honor it!

Account Type

» Details
Please note that additional paperwork will be required when opening Investment Club, Trust, Corporate, and Partnership accounts. We’ll provide you all the details once you’ve completed the registration process.

Depositing funds from a 401K or another IRA? If so, please start by opening a MyStockFund IRA. Once the account is opened, you can than have a check cut and deposited into your newly opened IRA.
  • Investment Accounts

  • Retirement Accounts

  •  
  •  
  •  Individual
     Joint
     Custodial
     Investment Club
     Corporate
     Partnership
     Trust
  •   Traditional IRA
      Roth IRA
 
*Required Field

Quick & Easy!

This is the first step of the quick and easy five step MyStockFund registration process!


Helpful Tips

Write down your User Name and Password. If you don’t complete the registration process, you can use them to access your account and pick up right where you left off.


Have a Question?

Call us toll free at 866-386-3253 (M-F 9:00am-5:00pm ET). You can also check out our Frequently Asked Questions(FAQs).


What You Need

Depending upon the features you choose, You may need the following:
  • Your bank account information, typically found on any check.
  • Joint account holder or beneficiary social security numbers for certain account types.
  • Your credit card information if you elect to pay your charges with a credit card.
  • The TIN/EIN for corporate accounts and some partnerships.