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New Parent
Our New Parent S.T.E.P.S. program is designed to meet your financial needs at this exciting time. From managing all of your new expenses to opening new accounts for your baby, there are many important financial decisions you will likely face. Outlined in this program are the tools and resources you need to knowledgeably make decisions concerning your money. We make it simple to adjust your accounts and also open new ones - leaving you and your family on sound financial footing.
 1. TALK TO A GUIDE:
You can always talk to a Financial Guide who understands your particular needs. Our guides are available Monday - Friday, 8:30 a.m. to 5:30 p.m. EST to answer your questions and/or to help you with our account applications. Click here to have a Guide contact you.
2. RECEIVE FREE NEWSLETTER AND CALENDAR REMINDERS:
Sign up for our weekly online newsletter and get financial market recaps, user-friendly financial tools, useful information, and weekly questions answered by Mickie Siebert. Additionally, sign up to receive free email notifications for tax laws changes that effect you and your family. And, receive financial reminders of important "to-do's" throughout the year. Sign up here.
 3. CHECKLIST:
Adjust your finances to make room for your new baby now. Click here for a list of steps you can take today to help get you started.
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4. PERSONAL ACCOUNTS PACKAGE
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NEW PARENT ACCOUNT APPLICATION
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From mutual funds to money market accounts, by starting to invest early, your child will be far ahead of the apck. Just fill out the below application, mail it back to us and you'll be on your way.
Account Application
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REGISTRY ACCOUNT FOR GIFTS
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Instead of asking for teddy bears and rattles, have family and friends contribute to your baby's financial security with our registry account. Simply fill out the account application below. Once your account is open, we will assign you a personal code. You will receive notification cards in the mail to send to friends and family letting them know you are registered with us and how they can contribute. Your personal code will be on each card so that we can ensure their gifts are deposited directly into your account. As your guests contribute, you can watch your account grow online. If you wish, we will send you emails as the gifts come in so you can track your gifts.
Account Application
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RETIREMENT ACCOUNT APPLICATIONS
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Opening an IRA or other relevant retirement account is one of the most important things you can do to protect your financial security today and tomorrow. Click here to learn about which of our retirement accounts is right for you or open an account below.
IRA/Retirement Application
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529 COLLEGE SAVINGS PLANS
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A 529 College Savings Plan is a powerful way to save for a child's higher education because the money you invest enjoys Federal TAX-FREE earnings withdrawal for qualified educational expenses as well as Federal tax-free accumulation. With the arrival of a new baby, we know there are many new financial decisions to make. Make sure you plan for the costs of your child's education. Learn more about the CollegeBoundfundSM offered by WFN at Siebert, and get access to forms and applications.
CollegeBoundfundSM information and forms
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