Whether you’re ready to get started with Commonwealth’s investment tools by opening an account or maintain or update an existing account, please select from the following applications and forms to get started with our investment services. Once completed, please review the application checklist and follow the mailing instructions located at the bottom of the application or form.
If you have questions while completing the document, please contact Shareholder Services at 888.345.1898.
NOTE: When completing a paper application using one of the fillable PDFs, please check your internet browser. Fillable fields are supported in Google Chrome. You may need to first download the PDF form if using Safari, Internet Explorer or Firefox.