Welcome to the Online Account Application


To establish an account online you must:

  • Choose Your Account Type (individual, joint, IRA, etc.)
  • Enter Your Personal Information (including joint or custodial information, if applicable)
  • Enter Your Bank Information (Please note this must be a checking or savings account, not a mutual funds or brokerage account)
  • Select Your Investments and the amount you like to invest
    • Select your funds in which you would like to invest
    • Choose your distribution options (reinvest or deposit in your bank account)
    • Set up an Automatic Investment Plan (AIP)-optional
  • Verify your Account Information

* Note: At any point during the account set-up process, you may cancel your application.

What you will need:

For you and any joint owner, minor, depositor or beneficiary that will be listed on the account:
  • Social Security Number (SSN)
  • Date of Birth
  • Residential Address

Bank Information of the account you would like to use to fund your EuroPacific Funds account:
  • Routing Number (9 digit number)
  • Account Number (These numbers can be found at the bottom of your checks. The routing number is usually listed first on the check and the account number is listed second.)