Open an Account

Investor Services/Open an Account

Open an Account

Would you like to open an account with CBIS? Our four-step process is easy: Complete the PDF forms electronically in your browser, or download and complete using Adobe software. (Note: Not all Adobe form features are available in all web browsers.) Print, sign, and date the form, and fax or mail it to CBIS using the address on the form.

We also have forms to establish a subaccount or create an online user ID.

If you need help or have any questions, please download our CUIT Account Opening Instructions or contact us by phone or email. We look forward to assisting you with your account needs.

Step

Investment Account Application

Use this form to establish a new account with CBIS.

Step

Certificate of Resolution

If your organization requires the Certificate of Resolution
– Dual Authorization (Two Signers), please contact your Relationship Manager.

Step

IRS W9

Catholic institutions wishing to establish a relationship with CBIS must fill out and return the Investment Application, Certificate of Resolution, and IRS W-9 Request for Taxpayer Identification Number.

Step

Purchase Form

Use this form for check deposits, wire deposits to multiple funds, ACH deposits, or to add, revise or cancel an Automatic Investment Plan.

Account Options:

Online Access

Use this form to create an online user ID, which will enable you to view your accounts online, print statements, initiate transactions and more.

Subaccount

Use this form to establish a new account under your master account (i.e. Building Fund or Retirement Fund).

Please note that CBIS is currently not able to accept forms via email.

All forms must be printed, signed, and faxed or mailed to CBIS.

Our fax numbers are:

USA Phone:

844-261-6489

International Phone:

508-599-4183

Our service numbers are:

USA Phone:

800-321-7194

International Phone:

508-871-9942

Service Hours

8:00 AM – 5:00 PM EDT/EST

Changes to your accounts may take  up to five days to process.