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Broker Assisted Account

Account Description


Make your own investment decisions, but allow us to process the trades for you.

Account Types


The first step to establishing a brokerage account is to determine which account best suits your investment choices and goals. Once you have chosen which kind of account to open, simply download the application, complete it and return it by mail. The five basic types of accounts are listed below:

Don't see the type of account you wish to open? Give us a call at 1.800.842.9999 for further assistance.

Investment Products

  • Stocks
  • Bonds
  • Fixed Income
  • Mutual Funds
  • Options
  • Brokered CDs

Account Resources

  • Online statements, tax documents and trade confirmations
  • Planning calculators
  • View Morningstar® mutual fund ratings
  • Stock analyst research


Transaction-based commissions. Please refer to the Commissions and Fees schedules for pricing.

Account Access

  • Access your account online 24/7.
  • Call us at 1.800.842.9999 for phone assistance.

How to Apply

  • Mail:
    P.O. Box 419232
    Kansas City, MO 64179-0037
  • Overnight Delivery:
    928 Grand Blvd, 6th Floor, MS 1010602
    Kansas City, MO 64106
  • Call 1.800.842.9999





Investment Products Offered Through UMB Financial Services, Inc. Member FINRA, SIPC
Not FDIC Insured • May Lose Value • No Bank Guarantee


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