Associated Bank
Personal Small Business Commercial

Full Service and Discount Brokerage Enrollment

Thank you for choosing Associated Investment Services, Inc. to service your investment needs. To establish a new brokerage account:
  1. Complete all sections of the New Account Application
  2. Print the application
  3. Sign the application under sections 6 & 12 and mail it to:
    • Associated Investment Services, Inc.
      Attn: Online Services
      PO Box 640
      Green Bay, WI 54305
Click here to complete the New Account Application.
(Requires Adobe Acrobat Reader.)

Please note: Your account will be established as soon as your application is received. A welcome letter containing your account number will be mailed to you within two business days. Please allow 5-7 business days for receipt of your welcome letter.

If you indicate on Section 7 of your New Account Application that you would like online account access, your welcome letter package will also contain your log on information. You will be able to access your account immediately upon receipt of the logon information.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT: To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you:

When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Your cooperation in assisting us with this compliance requirement is appreciated.

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Click here  to review our disclosures.

SECURITIES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. ("AIS"), member FINRA (www.finra.org) and SIPC (www.sipc.org), d/b/a Associated Investment Services Group, Inc. in Minnesota. Securities and insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE.
 

Personal

Personal

Security

Identity theft, fraud, email scams… there are many ways criminals can strike online. Associated Bank's identity and credit security suite helps protect your identity and your credit. Meet with one of our Security Specialists to learn more, or click on the links below.

3-in-1 Credit Report

Monitoring & Insurance

Single Credit Report