New Investor Sign-Up

To establish an account, click on the "Start or Continue Application" button below. This will take you through our secure online application portal.

Be sure to read the instructions thoroughly on the next page.

Save or Continue Application

If you need assistance, please call us at 1-800-248-8447 or send an email to

Have a Registration Code? Registration Codes are only valid if you use the online application portal. Therefore you must use the online application portal if you have been given a Registration Code.

If you prefer not to use the online application system to establish your account, you may use our forms.

If you are a new investor, you may want to learn more About Us and/or review our New Investor FAQ and Asset Classes descriptions before you begin.