Apply Now
Apply Online
- Please register to obtain a User ID and a PIN number
- Select the type of account to open
- Complete all sections of the new account form online
- Print, sign and mail the account forms with all the required documents to the following address:
UCB Investment Services, Inc.
555 Montgomery Street, Suite 1200
San Francisco, CA 94111
Attn: New Accounts
Apply by Mail
- To open an account, simply call us at 1-888-288-2288 to have the application mail to you or register to download the new account forms
- Complete, sign and mail the account forms with all the required documents to the following address:
UCB Investment Services, Inc.
555 Montgomery Street, Suite 1200
San Francisco, CA 94111
Attn: New Accounts
Checklist
- Review to make sure all the required documents are enclosed.
- For joint accounts, each of the account owners must sign the Customer Agreement.
- Please enclose your initial deposit make payable to ""NFS".
