Sirius Point Solo WEBLOGO
 

Opening an account is easy!

You can apply for a new account in about 10 minutes if you have the following:

  • Full name of account holder
  • Home Address
  • Social Security Number
  • Employer name and address
  • Bank information

You can select the funds to invest in when you open your account.

Account Types & Services

Sirius Funds has many types of accounts to meet your investing needs. Below is a list of account types we offer. If you are unsure of what account you need, shareholder services can help you select the most appropriate account to reach your goals.

  • Individual
  • Joint
  • Individual IRAs
  • Roth IRAs
  • Custodial Accounts (UTMA)

Account Types & Services

Sirius Funds has many types of accounts to meet your investing needs. Below is a list of account types we offer. If you are unsure of what account you need, shareholder services can help you select the most appropriate account to reach your goals.

  • Individual
  • Joint
  • Individual IRAs
  • Roth IRAs
  • Custodial Accounts (UTMA)

Opening an account is easy!

You can apply for a new account in about 10 minutes if you have the following:

  • Full name of account holder
  • Home Address
  • Social Security Number
  • Employer name and address
  • Bank information

You can select the funds to invest in when you open your account.

Personal Accounts

Personal Accounts

Sirius offers individual and joint investment accounts. The initial investment in any of Sirius’ funds is $2,500. You can access your accounts online or by phone, and you can tie-in your checking or savings accounts to make investing even simpler. Our automatic investment plan allows you to add a minimum of $50 per month by a direct transfer from your checking or savings into your investment account. Once the investment is received at Sirius, it will be automatically added to your holdings.

Start an automatic investment plan

Personalaccounts
 

Sirius offers individual and joint investment accounts. The initial investment in any of Sirius’ funds is $2,500. You can access your accounts online or by phone, and you can tie-in your checking or savings accounts to make investing even simpler. Our automatic investment plan allows you to add a minimum of $50 per month by a direct transfer from your checking or savings into your investment account. Once the investment is received at Sirius, it will be automatically added to your holdings.

Start an automatic investment plan

IRA Accounts

IRA Accounts

Sirius offers both IRA and Roth IRA accounts to manage your retirement investment needs. All you need to get started is $2,500. You can access your accounts online or by phone. You can also sign up for an automatic investment plan in your IRA, which allows you to make regular contributions of $50 or more each month throughout the year. Sirius will keep track of how much you contribute.

Do you have a 401K Plan you need to roll over into an IRA? Sirius can help with your 401K rollover. Contact us for more information about how to transfer your 401K to one of our IRA accounts. Sirius IRAs also accommodate distributions. If you are age 59 1/2 or older, we can set up distributions for you. Contact us for more information about distributions.

Contact Us
Open an account

 

Sirius offers both IRA and Roth IRA accounts to manage your retirement investment needs. All you need to get started is $3,000. You can access your accounts online or by phone. You can also sign up for an automatic investment plan in your IRA, which allows you to make regular contributions of $50 or more each month throughout the year. Sirius will keep track of how much you contribute.

Do you have a 401K Plan you need to roll over into an IRA? Sirius can help with your 401K rollover. Contact us for more information about how to transfer your 401K to one of our IRA accounts. Sirius IRAs also accommodate distributions. If you are age 59 1/2 or older, we can set up distributions for you. Contact us for more information about distributions.

Contact Us
Open an account

Custodial Accounts (UTMA)

Custodial Accounts (UTMA)

Custodial accounts are used for the benefit of a minor child instead of a trust account. Each account can have one custodian to act for the minor child, but contributions are unlimited. Contributions lower than the maximum annual gift amount can be exempt from gift tax. Accounts can be opened with as little as $2,500 and contributions can be made monthly using an automatic investment plan.

Start an automatic investment plan

 

Custodial accounts are used for the benefit of a minor child instead of a trust account. Each account can have one custodian to act for the minor child, but contributions are unlimited. Contributions lower than the maximum annual gift amount can be exempt from gift tax. Accounts can be opened with as little as $3,000 and contributions can be made monthly using an automatic investment plan.

Start an automatic investment plan