To open an Account, select the account type and complete the form online. Once you've completed the form please print, sign and mail to the address listed on the application form. Please keep in mind the following:
- The M2 Trust fee schedule is included in the IRA Account Application. Service fees are charged for account and asset maintenance and any client-directed activities such as investment purchases or sales, expense payments and distributions.
- Any missing information (including a signature) on the account application will delay account opening.
- Funding the account through a custodian-to-custodian transfer or 401(k) rollover may take several weeks to complete. You should determine if this timeframe will impact any investment deadlines that may exist.
OPEN AN ACCOUNT
FUND AN ACCOUNT
PURCHASE OR SELL AN INVESTMENT
Real Estate Investment Information
EMPLOYER PLAN SERVICES