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.

Please refer to the CUIT Fund Series Offering Memorandum, CUIT Magnus® Fund Series Offering Memorandum and the CUIT Declaration of Trust for additional information.

Step
1
Investment Account Application

Use this form to establish a new account with CBIS.

Step
2
Certificate of Resolution

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

Step
3
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
4
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).
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.
Ready to Go Paperless?

Find out how to gain access to your electronic investment portal and get online BNY Mellon