Opening an Account

To open a new account:

  1. Review the prospectus of the fund(s) you are interested in purchasing. All fund minimums are stated in the prospectus.
  2. Complete a new account form. Please review the Account Types to determine what type of account you'd like to open. New account forms can be printed from this page.
  3. Mail your completed form and initial investment. Please make sure all account owners have signed the application and your check should be made payable to the Federated Funds.

Your account will be set up upon receipt of your application and you will receive a confirmation in the mail shortly thereafter.

Related Forms