Open an Account

For Financial Advisors

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Call 888-529-9552 to speak to a Specialist who can help you establish your firm with Ascensus Broker Dealer Services.

Time
Completing the following account application takes approximately 10 minutes, depending on your client's choices. Before your client signs and returns the completed enrollment application, please be certain to advise them to read the Program Description carefully.

Information You'll Need
Having the following information at hand will speed you through the account application process:

• Client information We must obtain your client's name, physical address, birth date, and Social Security or taxpayer identification number, which will be used to verify their identity.
• Designated Beneficiary Information The Social Security or taxpayer identification number and birth date of the person that the account owner will name as the Designated Beneficiary.
• Bank Information A check (which displays the bank account number and routing number) if account funding will be via electronic bank transfer or periodic electronic bank transfers from your clients bank account to their Brighter Future Advisor Plan account.
• Your client's choice of investment options.

IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT. We are required by federal law to obtain from each person who opens an account certain personal information—including name, street address, and date of birth, among other information—that will be used to verify identity. If you do not provide us with this information, we will not be able to open the account. If we are unable to verify identity, we reserve the right to close the account or take other steps we deem reasonable.