How to Open Your IRA

To open your IRA, you need to make two decisions: which type of account you want, and how to invest your funds. When you’re ready, please indicate your selections below and we’ll show you the best ways to open your new IRA.

Mutual Funds, Stocks, Bonds, ETFs

There are 3 convenient ways to open your IRA with Banc of America Investment Services, Inc.:

Online

Use our quick and easy online application

Open Now

Fax or Mail

Print, complete, and fax/mail your application

Download Now

Call for assistance

888.827.1812 (except CA, ID, WA)
M-F 7am-8pm CT

800.242.2632 (CA)
800.323.9919 (ID & WA)
M-F 6am-6pm PT

What you'll need to open your account:

• Contact Information including mailing and email address
• Identity Information including Date of Birth, Social Security Number, and Driver's License Number or US Passport Number
• Employment Information including Employer's Name and Address (if applicable)
• Existing Customers: Your Bank of America, N.A. account number if you intend to transfer funds online to fund your new account during the application process (not required)
• Existing Customers: Your online banking ID is not required to open an account but will allow you to pre-populate much of the application and make the funding process more seamless.

CDs or Money Market Savings

There are 3 convenient ways to open your IRA with Bank of America, N.A.:

Online

Use our quick and easy online process
*Required for High Yield CD online-only rate

Open Now

In Branch

Visit a Banking Specialist at a branch near you

Branch Locator >

Call for assistance

888.827.1812 (except CA, ID, WA)
M-F 7am-8pm CT

800.242.2632 (CA)
800.323.9919 (ID & WA)
M-F 6am-6pm PT

What you'll need to open your account:

• Social Security Number
• Driver's License Number
• Current address and prior address(es) if you have lived at your current address for less than two years
• Email address
• Account Statements for any securities you wish to rollover or transfer from another institution
• Credit or Debit Card information to fund your new account
• Existing Customers: Account number information to fund your new account from an existing Bank of America, N.A. checking, savings, CD, or IRA account
• Existing Customers: An Online Banking ID and Login will help pre-populate your contact information but is not required to open an account