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