Investment Application Help / FAQ

You can start a new application at any time

What information do I need in order to complete my investment application?

If you'd like to prepare for filling out your application, you will need the following:

  • Owner and Co-Owner address, phone, and social security numbers
  • Bank information, name, phone number, account number, and routing number
  • beneficiary information, name, address
Is the online application process safe?

Yes. Our online investment application uses Secure Sockets Layer (SSL) protocol to establish a secure session between the browser and the CFR Web server. All information passed by you to the CFR Web server will be scrambled through a process called encryption. If you want to clear all information from an uncompleted application, you may reset your application or simply close your browser.

What do I do once I'm finished with my application?

Once you have completed your application online, check your email for your E-Signature request. E-Signing our applications allow us to process and open your account faster and more secure than ever before.

You can fund your account by check or electronic funds transfer. Mail a check for the initial investment amount or a voided check to:
P.O. Box 951719
Lake Mary , FL

You may also email a copy of a voided check to: