Let’s get started.

We need to know a few things to get your account started.

First name is required.

Last name is required.

Please select one.

Date of Birth

Month required.

Day required.

Year required.




If known by another name please specify.

Please complete highlighted fields.

Why do we need this info?

We need your email address so we can keep you updated on your retirement and any important account updates.


Why do we need your Social Security number?

We are required by law to obtain this information when opening an Individual Retirement Account (IRA).

Your contact information.

Please enter a valid email address.




Your phone number.


Please enter valid number.




Your legal home address (P.O. boxes not accepted)


Address is required.

City is required.

Please select State.

Please enter Zipcode




Mailing Address (P.O. Boxes accepted)


Address is required.

City is required.

Please select State.

Please enter Zipcode

Why does Icon need this info?

We need your email and address so that we can send you important updates on your account.

Identification.

We are required to verify your identity.

Please select one.

ID number is required.

Place of issuance is required.

Expiration Date

Month required.

Day required.

Year required.


Country of Primary Citizenship

This is required.


Country of Legal Residence

This is required.

Please enter valid experiation date.

Why does Icon need this info?

Federal law requires all financial institutions to obtain and verify information that identifies an individual.

Your Employer.

Please enter Employer ID which is 5-6 characters.

Employer name is required.

City is required.

Please select State.

Please enter Zipcode

Why does Icon need this info?

Your employer has setup Icon so that you can make contributions to your retirement plan directly from your payroll. It’s automatic and easy.


Your employer ID number

If you don’t have your employers ID number, simply leave that field blank and fill in your employer’s name, city, state, and zip code, we will do the rest.

What amount would you like to put aside every month into your Icon Savings Account?

Experts recommend setting aside 10% of your income for your future retirement.

$

Potential return over 30 years.*

Monthly contribution can NOT be less than$

* If you change your mind you can always change your contribution.

Getting Started

Even $50.00 per month will make a big difference over time.

Growing Your Savings

Experts recommend putting aside 10% of your salary to plan for your future.

Maximizing Your Savings

Great decision!

$

Potential return over 30 years.*

*The account balance growth example assumes an annualized rate of return of 6%, compounding interest over the selected investment time horizon. This chart is for illustrative purposes only and is not intended to represent the performance of any specific investment. Actual returns will vary and principal will fluctuate. Taxes are due when money is withdrawn.

Almost finished.

Please review and sign the following documents.