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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".