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Call 800-351-4494 to Open an Account
or
Email to FISN
New Account Applications:
Customer Identification Program (CIP) Notice
Important Information About Procedures for Opening a New Account
“To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.”
Transaction Forms
Bank Deposit Sweep Program
The current rate of interest paid by the FISN Bank Deposit Sweep Account is 0.05% on all balances and tiers. Interest rates on deposit accounts will vary based upon prevailing economic and business conditions.
Brokerage Portfolio Brochures & Forms
Unless you already have a brokerage account, you need to complete a brokerage account application with this form.
Brokerage Access Brochures & Forms
Unless you already have a brokerage account, you need to complete a brokerage account application with this form.
IRA Account Forms
New Account Support Forms:
Mutual Fund Investment Forms:
Equity or Stock Investment Forms:
Cash Management Funds Prospectus
 Some forms are in Adobe Acrobat format (pdf).
Download the latest version here.
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