Open an Wasatch Funds account in 5 easy steps:

  1. Choose Your Account Type (individual, joint, IRA, etc.)
  2. Enter Your Personal Information
  3. (including joint or custodial information, if applicable)
  4. Enter Your Bank Information (Please note this must be a checking or savings account, not a mutual funds or brokerage account)
  5. Select Your Investments
  6. 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
  7. 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.)