Open a Midas Account




Forms

Regular Account Application for single, joint and UGMA/UTMA

Application for Corporations, Trusts and Other Entities
PLUS Trust Certification Form

Forms
Online Application
(html)
Paper Application
(pdf)
FAQ
(html)
Regular Account Application for single, joint and UGMA/UTMA
ie
(html)
pdf
(pdf)
ie
(html)
Application for Corporations, Trusts and Other Entities
ie
(html)
pdf
(pdf)
ie
(html)

 

IMPORTANT: In compliance with the USA PATRIOT Act, Federal Law requires all financial institutions (including mutual funds) to obtain, verify, and record information that identifies each person who opens an account.

WHAT THIS MEANS FOR YOU: When you open an account, you must provide your name, address, date of birth, and other information that will allow us to identify you. We may also ask for additional identifying documents. The information is required for all owners, co-owners, or anyone authorized to sign or transact on behalf of a legal entity that will own the account. We will return your application if this information is missing. If we are unable to verify this information, your account may be closed and you will be subject to all applicable costs.


 
   
 

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