Account Opening
Follow the steps below to open a MYRA Account:
Step 1: Click on the three lines on the top right of your screen to view the menu.
Step 2: Once you see the menu, click on 'INVEST'.
Step 3: Complete your account information so MYRA knows your account type (standard, retirement or education), and click 'Open This Account'.
Step 4: MYRA will walk you through the next steps to open and fund your account.
- Portfolio Allocation
- Primary Owner
- Beneficiary Designation
- Trusted Contact
- Disclosures
- Fund Account
- Sign & Submit
Note: You can leave the screen and return to it later to complete your application. For a smoother process, you may want to (1) link your checking or savings account in the MYRA app for seamless funding; and (2) decide in advance who your beneficiaries will be and have their social security number (SSN) or individual taxpayer ID number (ITIN) on hand- in addition to yours, of course!