Let’s get started.

First name is required.

Last name is required.

Please enter a valid email address.

Your mailing address.

Please enter Address.

Please enter City.

Please select State.

Please enter Zipcode

Please enter valid phone number. ex: 123-456-7890

Why does NARPP need my address?

We are required by law to have your mailing address so that we can send you notices and statements. Your information is confidential and will never sold or shared outside of Icon.

Your personal information.

Date of Birth

Month required.

Day required.

Year required.


Please select one.

ID number is required.

Place of issuance is required.

Expiration Date

Month required.

Day required.

Year required.


Please enter country of primary citizenship

Please enter country of legal residence

Please select one.

Please complete highlighted fields.

Why do I need to provide this information?

Social security and citizenship are needed for IRS purposes.

Why do I need to provide my birthday?

There are age restrictions on opening an IRA.

Why do I need to provide social security?

We are required by Federal law to obtain all this information to make sure your identity is secure. Anytime you open any type of retirement account you are required to provide these details.

Automatic savings helps make sure you stay on track.

You can save directly from your bank account.

Please select one.

Please enter valid 9-digit routing number.

Please enter account number.

Don’t have access to this information now? You can do this step later.

What’s this?

To help make it easier to save, you can make contributions to your Icon account directly from your checking account.

Where can I find my routing and bank account number?

You can find your account number and routing number on the bottom of your checks.

What is option 2?

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What is option 3?

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What amount would you like to put aside every month into your Icon Savings Account?

Experts recommend setting aside 10% of your income for your future retirement.

$

Potential return over 30 years.*

Monthly contribution can NOT be less than$

* If you change your mind you can always change your contribution.

At Low Investment

$50.00 per month is the minimum to start.

At Median Investment

Putting aside little more now, will help make sure you’re on a good path.

At Good Investment

Great decision! This monthly savings rate is the most you can contribute to an IRA.

$

Potential return over 30 years.*

*The account balance growth example assumes an annualized rate of return of 6%, compounding interest over the selected investment time horizon. This chart is for illustrative purposes only and is not intended to represent the performance of any specific investment. Actual returns will vary and principal will fluctuate. Taxes are due when money is withdrawn.

Almost finished.

Please review and sign the following documents.