If you have any questions or would like to open an account over the phone, please call us toll free at 1-877-936-4968.

INVESTMENT ACCOUNTS

OPEN A NEW ACCOUNT Online: Download and fill out a new account application. You can immediately open an individual or joint account. Open a custodian, estate, trust or business account by calling a representative at 1-877-WFN-4YOU (1-877-936-4968). The application process should take about 10 minutes. Phone: Call us toll-free 1-877-WFN-4YOU (1-877-936-4968) to speak to an account representative who will send you a printed application and/or guide you through the account application process.

TRANSFER AN EXISTING ACCOUNT Online: Transfering an account requires only your signature on our account transfer form and a copy of the most recent statement from your existing broker. Please call 1-877-WFN-4YOU (1-877-936-4968) with any questions. Phone: Call us toll-free at 1-877-WFN-4YOU (1-877-936-4968) to speak to an account representative who will send you a printed application and/or guide you through the transer process.

RETIREMENT ACCOUNTS

OPEN A RETIREMENT ACCOUNT Open an IRA, Roth IRA, Keogh Plan, SEP-IRA, 401K, or Simple IRA by calling toll-free for information and materials. Online: Download and fill out a Retirement Application. Please call 1-877-WFN-4YOU (1-877-936-4968) with any questions. Phone: To open a Retirement Account, call us toll free at 1-877-WFN-4YOU (1-877-936-4968) to speak to an account representative who can either mail you a complete application and/or guide you through the application process.

TRANSFER A RETIREMENT ACCOUNT Online: Download a Retirement Application here and complete the transfer portion of the form. Please call 1-877-WFN-4YOU (1-877-936-4968) with any questions. Phone: Call us toll-free at 1-877-WFN-4YOU (1-877-936-4968) to speak to an account representative who will send you a printed application and/or guide you through the transer process. Documentation requirements vary so please see the Account Transfer Form or call us for guidance.