Invest independently and build your portfolio with robust tools and resources.
- Able to add internet access at any time
- Able to manage own portfolio online
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 account types are:
- Individual (.pdf)
- Joint (.pdf)
- Custodial (.pdf)
- Transfer on Death (.pdf)
- Trust (.pdf) and TCIP (.pdf)
Don't see the type of account you wish to open? Give us a call at 800.842.9999 for further assistance.
- Fixed Income
- Mutual Funds
- Brokered CDs
- Online statements, tax documents and trade confirmations
- Planning calculators
- View Morningstar® mutual fund ratings
- Stock analyst research
Your base commission will reflect the Internet and Mobile Application price structure if you place your trade(s) online. You will still be subject to the Per Share/Contract Charge. Please refer to the Commissions and Fees schedules for pricing.
How to Apply
- By Mail:
P.O. Box 419232
Kansas City, MO 64179-0037
- By Overnight Delivery:
928 Grand Blvd, 6th Floor, MS 1010602
Kansas City, MO 64106
- Call 800.842.9999
Investment products are offered through UMB Financial Services, Inc., Member FINRA, SIPC. UMB Financial Services is a wholly-owned subsidiary of UMB Financial Corporation and an affiliated company of UMB Bank, n.a. UMB Financial Services is not a bank and is separate from UMB Bank, n.a.
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE