Thank you for submitting for your new account. We look forward to serving you as we are already at work getting your new account set up. You will receive an email from us confirming your submission. If you do not receive an email from us within 12 hours, please call us directly at (480) 281-1577.
In the meantime, please click here and schedule a meeting to complete the onboarding process. We only collect your birth date and tax identification number(s) upon this onboarding meeting.