Account Access
Account Registration Process
This process will take approximately 10 minutes to complete.
Please keep in mind that once you begin the process, you should completely finish
it before leaving the site; otherwise the information you've entered won't be saved
and you'll have to begin again.
Account Registration Checklist
In order to complete the account registration process, you will need
to have certain personal financial information available to you.
Please review and print this checklist before you begin.
- The Social Security or Tax ID Number for you, your spouse
(for joint accounts only), and the minor (if you are opening
an account as a gift to a minor).
- The names of the Armada funds in which you want to invest.
(Click here for the Fund Family Overview.)
- Your Bank Account Number (either checking or savings,
whichever you prefer).
Your Bank's Routing Number (for wire or ACH transfers and/or systematic agreements)
- See below for an example of where to find your bank's routing number.
If you prefer to open an account by mail, visit the
Literature Center
to download and print an application form.
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