Once you complete this form, a member of our client services team will contact you to begin the account application and setup process. Below is some information we will need during the process.
- Client Data Sheet
- Basic church information
- Preferences for statement frequency and delivery
- Signature Authorization
- Authorized signers and their email addresses.
- Number of signers required for transactions.
- Investment Custodial Agreement
- Account Investment Instruction
- Which product your organization is interested in.
- How you prefer transferring funds, check or ACH.