Account Service
At Ziegler, we value each of our clients, and take pride in our personal approach to customer service. If you are interested in opening an account, or would like to request a service, please contact your financial advisor, or our Client Service Center at 888.884.8339. To help expedite the processing of these requests, we've provided the most common documents in a downloadable format for your convenience.
- Brokerage Accounts (Single, Joint, Tenants in Common, UGMA/UTMA)
- Transfer on Death (TOD) Account
- Trust Account
- Estate Account
- Corporate Account
- Partnership Account
- 529 Plan
- Traditional IRA
- Mutual Fund Only Traditional IRA
- Roth IRA
- Mutual Fund Only Roth IRA
- Spousal IRA
- Rollover IRA
- Simple IRA
- SEP IRA
- Coverdell ESA
Account Service Forms
- Account Transfer Form
- ACH Agreement
- Affidavit and Agreement in Lieu of Proof of Ownership (for bearer securities)
- Credit Advance© Margin Agreement
- IRA Resouce Checking Application
- Letter of Authorization
- Limited Trading Authorization
- LoanAdvance© Form T-4
- LoanAdvance© Lending Agreement
- LoanAdvance© Restricted Control Stock Disclosure & Interest Rate Acknowledgement Form
- Electronic Services Agreement
- Option Trading Agreement
- On-Demand Letter of Authorization
- ProCash© Account Brochure
- ProCash© Account Application
- SelectLink Agreement
- Transfer on Death (TOD) - Individual
- Transfer on Death (TOD) - JointZiegler New Account Form