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.