Investment Accounts & IRAs

  1. Visit
  2. View your Investment Account statement. The document name will be something like "Roth IRA Account Statement", or "Investment Account Statement"
  3. Your account number is the first two groups of letters and numbers after "Account Number", just underneath the date of the statement. 
  4. For example, if the letters and numbers look like "8BW-02000-00 RR XXX", your account number is 8BW-02000.

If you have trouble locating your account number, please let us know and we'll be happy to help!

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