Important Information About Procedures for Opening an Account
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act, a federal law, requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account, including business accounts.
What This Means for You
When you open an account, you will be asked for your name, address, social security number, and other information that will allow us to identify you. You may also be asked to show your driver’s license or other identifying documents. If you are opening an account on behalf of a business entity, documents relating to the business may also be requested.
In all cases, protection of our customers' identities and confidentiality is our pledge to you.
You are now leaving the New York Life Investments Web Site. You assume total responsibility and risk for your use of the site(s) to which you are linking.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites. Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Select your role
Please select your role so we can personalize the site to meet your needs