Open a Roth IRA

To open an account:

• Identifying information (Social Security number, date of birth, etc.)
• Contact information (legal/mailing address, email address, phone number)
• Employment information, if applicable (occupation, employer's name and address)

To fund an account:

• An account number and routing number (if moving money from a bank)
• A brokerage account number and account type (if moving assets from another brokerage firm)