Choose Your Account Type (individual, joint, IRA, etc.)
Enter Your Personal Information
(including joint or custodial information, if applicable)
Enter Your Bank Information (Please note this must be a checking or savings account, not a mutual funds or brokerage account)
Select Your Investments
and the amount you like to invest
Select Your Funds in which you would like to invest
Choose Your Distribution Options (reinvest or deposit in your bank account)
Set up an Automatic Investment Plan (AIP)-Optional
Verify your Account Information
*Note: At any point during the account set-up process, you may cancel your application.
What You Will Need
For you and any joint owner, minor, depositor or beneficiary that will be listed on the account:
Social Security Number (SSN)
Date of Birth
Residential Address
Bank Information of the account you would like to use to fund your Wasatch Funds account:
Routing Number (9 digit number)
Account Number
(These numbers can be found at the bottom of your checks. The routing number is usually listed first on the check and the account number is listed second.)
