If you would like to get started investing with William Blair Funds, opening an account online is simple and straightforward. We will guide you through the process step by step. Once you begin it generally takes about ten minutes.
(Note: this option is not available for the William Blair Directional Multialternative Fund, a series of Trust for Professional Managers.)
The first thing you will need to do to get started is create your own personal identification number (PIN).
Next, you will be asked what type of account you would like to establish, for example an Individual, Joint Tenant, Uniform Gift/Transfer to Minor account or a Traditional, Roth or Coverdell Educational IRA account.
You will need to have the following financial information at your fingertips:
- Your Social Security Number
- The name(s) of the William Blair Fund(s) in which you want to invest
- Your bank account number (either checking or savings)
- Your bank’s routing number-see the illustration below