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- Begin with the 'Account Registration' section. Fill in your name and select the type of ownership from the provided options, ensuring you understand the implications of each type.
- Proceed to 'Account Level Information'. Enter your legal address and mailing address if different. Ensure all required fields are completed accurately.
- In 'Core Fund Selection', choose your preferred Daily Money Fund Account by checking the appropriate box.
- Complete the 'Account Service Instructions' section, specifying how you want sales proceeds and dividends handled.
- Fill out personal information in the 'Account Profile' section, including marital status, annual income, and risk tolerance.
- Provide details for both primary and joint account holders in their respective sections, ensuring all required identification numbers are included.
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