Can we help you?

Call us at 800-527-2363

Online Account Application

What you will need

  • About 10 minutes to complete the application
  • Social Security Number(s) or Individual Taxpayer Identification Number(s)
  • Birth date(s)
  • Banking information (to open an account online, you must provide funding for the account during the online application process)
  • Beneficiary Social Security Number (for IRAs only)

Get online help or call Ascendant Funds toll-free at 800-527-2363.