Opening an account with is a simple process. However, if at any point you have a question, please feel free to e-mail us at clientservices@baker500.com, or call us at 1-800-467-6214, between 8:00 am and 5:00 pm CST Monday through Friday.

**EXISTING CUSTOMERS** If you have an existing account with us and wish to pre-populate this account form with information (i.e. name, address, phone, suitability, etc) from your pre-existing account please click here (User ID and Password from your existing account is required).

Note: To navigate through the open account process, use the buttons at the bottom of the pages, and NOT the Back and Forward buttons of your browser.

Begin Application

To begin your application, please tell us:

What kind of account you would like to open?
Taxable Account
If a Taxable Account, select what registration category
Custodial Account
Traditional IRA
Roth IRA
If a Roth IRA, select what type
IRA Rollover
Other Retirement Account
If Other Retirement Account, select what type