Are you or any member of your immediate family affiliated with or employed by a registered Broker/Dealer, a
municipal securities dealer, a securities exchange or FINRA OR are you an officer, director or 10% or more
shareholder of a public company? Yes
No
You have indicated that you or a member of your immediate family is affiliated with or employed
by a registered Broker/Dealer, a municipal securities dealer, a securities exchange or FINRA OR that
you are an officer, director or 10% or more shareholder of a public company.
We're sorry, but we cannot establish your account online due to strict regulations that govern those account types.
Please contact the PlanMember Service Center at (800) 874-6910 for assistance with establishing your
account.