Opening an Account: Getting to know you.
Matco Mutual Funds are a great way to build an investment portfolio to meet your investment goals.
You made a great choice to open an account(s) with Matco Financial Inc. and we look forward to doing business with you. Please begin by following the simple steps below:
STEP 1: Complete the form located on the right hand side of your screen with the following information:
- What your investment goals are
- The amount you would like to invest
- Confirm your first name
- Confirm your last name
- Confirm your email
- Provide your phone number
STEP 2: We will contact you. Our portfolio managers will help you find the best investment strategy based on your personal goals.