Taxable Account

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Thank you for choosing Saturna Capital! After submitting your information, you will receive an email confirmation with further instructions to complete the process. (note: online account opening is available only for purchasing Saturna Capital advised funds)

What to expect

The process generally will take 15 to 30 minutes. You'll need the following information to complete the form:

  • A valid email
  • Your personal information (name, physical address, age, SSN or Tax ID, phone number)
  • A government issued ID, such as a driver's license or passport
  • Personal information of beneficiaries you may add (name, address, age, SSN or Tax ID, phone number)
  • Bank account information (bank name, routing number, account number) of the bank account you wish to link to your Saturna account
  • The amount you wish to contribute (accounts cannot be opened without funding them)
  • We strongly suggest that you select the mutual funds you wish to purchase in advance (note: online account opening is available only for purchasing Saturna Capital advised funds)

Once you complete the application process, your account information will be submitted for review. Account approval and bank account links generally take 3 to 4 business days to process, at which time transactions will be initiated and funds will be withdrawn from your bank account.

Note: For your security, information entered into these forms is not saved until the final submit step. Closing the browser window before completing all steps will result in the deletion of all information entered. The session will automatically terminate if the information is not completed within one hour of starting the process.