Transfer to Minors Membership Application
When a Transfer to Minors Membership is opened, the Minor will not have access to the funds and account.
If you require an membership where the minor has access to the funds and accounts, please open a Minor Account Membership instead.
An error message "fix the highlighted error" may appear when completing individual information using the browser's autofill form feature.
This error is typically resolved by starting a new application without using the autofill feature.
If the error persists after discontinuing the autofill form, try one of the following before starting another new application:
- Use a different browser
- Use a different computer or mobile device
- Use private or incognito mode
- Clear browsing history
Additional application tips
Personal Information Page – Enter full legal name as it appears on your valid U.S. Government-issued identification. Any variance may cause delays in processing your application and/or require additional documentation. Acceptable identification includes a valid U.S. state-issued Driver License or Identification Card (ID), U.S. Passport, or U.S. Military ID Card.
Various Pages – If the page contains disclosure(s), click the link to view the disclosure before proceeding. To opt in for the service, select the box.
Confirmation Page – When uploading files to application, click "Browse," select the file, click "Upload File," before clicking "Continue." Failure to click "Upload File" will cause the document to not be saved in the application.
If you need additional assistance, please contact us.
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