Open an Account

To open a standard non-retirement mutual fund account for Individual and joint accounts, trusts, corporations, or partnerships and other legal entities please use the following link. 

Traditional IRAs

Traditional and SEP IRA Application including Adoption Agreement, IRA Custodial Agreement and Disclosure Statement

Effective 6/22/20 - Traditional IRA and SEP IRA Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini IRA or other retirement plan to a new or existing Domini IRA. If you are transferring to a new Domini IRA, you must attach an IRA Application. 

• Traditional IRA Transfer Request
• IRA Rollover Certification Form (Please attach if funding by check)

Roth IRAs

Participate in your employer’s Roth IRA plan (please confirm with your employer that a plan has been set up): 

Roth IRA Application including Adoption Agreement, Roth IRA Custodial Agreement and Disclosure Statement

Convert a Traditional, SEP or SIMPLE IRA to a new or existing Domini Roth IRA. 
If converting to a new Roth IRA, you must attach a Roth IRA application.

Effective 6/22/20 - Roth IRA Custodial Agreement and Disclosure Statement

• Roth IRA Transfer Request
  
• Roth IRA Conversion Form – Internal (Use to convert a Domini IRA)
• Roth IRA Conversion Form – External (Use to convert a non-Domini IRA)

SEP IRAs

Participate in your employer’s SEP-IRA plan (please confirm with your employer that a plan has been set up): 

Traditional and SEP IRA Application including Adoption Agreement, IRA Custodial Agreement and Disclosure Statement. 

Effective 6/22/20 - Traditional IRA and SEP IRA Custodial Agreement and Disclosure Statement

SIMPLE IRAs

Participate in your employer’s SIMPLE IRA plan (please confirm with your employer that a plan has been set up): 

SIMPLE IRA Application including Adoption Agreement, SIMPLE IRA Custodial Agreement and Disclosure Statement. (You must attach a copy of your employer’s SIMPLE IRA Adoption Agreement)

Effective 6/22/20 - SIMPLE IRA Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini SIMPLE IRA plan to a new or existing Domini SIMPLE IRA. If transferring to a new SIMPLE IRA, you must attach a SIMPLE IRA Application.

• SIMPLE IRA Transfer Request
• SIMPLE IRA Rollover Certification Form (Please attach if funding by check)

Use these applications to invest for anyone under 18 to help them save for college responsibly.

Coverdell Education Savings Accounts (ESAs)

Coverdell ESA Application including Adoption Agreement, Coverdell ESA Custodial Agreement and Disclosure Statement. 

Effective 6/22/20 - Coverdell Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini Coverdell ESA to a new or existing Domini Coverdell ESA. If transferring to a new Coverdell ESA, you must attach a Coverdell ESA Application and Adoption Agreement.

• Coverdell ESA Transfer Request
• Coverdell Rollover Certification Form (Please attach if funding by check)
  

UGMA/UTMA (Custodial) Accounts

• New Account Application (Please select "Gift/Transfer to a Minor (UGMA/UTMA)" in Section 1)