Open a Legg Mason Funds Account
Need help opening an account?
These applications should be used for Legg Mason Funds accounts only. To open a Legg Mason Funds account you must be a United States citizen or resident, at least 18 years of age with a valid Social Security Number and have a United States street or military address. You must also review the current prospectus for the fund(s) in which you are investing and accept the terms stated therein. The prospectus contains more complete information regarding fees and expenses. Please read it carefully before you invest or send money.
To review a prospectus for a specific product, please visit the Mutual Funds Product List and search for a specfic product. Prospectuses are located on individual product pages.
What type of account is appropriate for me?
| RETIREMENT ACCOUNTS | WAYS TO OPEN AN ACCOUNT | |
|---|---|---|
| Traditional IRA |
Print & mail application (PDF) Call 1-800-577-8589 |
Traditional and Roth IRA Custodial Agreement and Disclosure Statement (PDF) |
| Roth IRA |
Print & mail application (PDF) Call 1-800-577-8589 |
Traditional and Roth IRA Custodial Agreement and Disclosure Statement (PDF) |
| Rollover IRA |
Print & mail application (PDF) Call 1-800-577-8589 |
Traditional and Roth IRA Custodial Agreement and Disclosure Statement (PDF) |
| NON-RETIREMENT ACCOUNTS | WAYS TO OPEN AN ACCOUNT |
|---|---|
| Individual Account |
Print & mail application (PDF) Call 1-800-577-8589 |
| Joint Tenant |
Print & mail application (PDF) Call 1-800-577-8589 |
| Tenants by Entirety |
Print & mail application (PDF) Call 1-800-577-8589 |
| Tenants in Common |
Print & mail application (PDF) Call 1-800-577-8589 |
| Gifts/Transfer to Minor |
Print & mail application (PDF) Call 1-800-577-8589 |
| Coverdell |
Print & mail application (PDF) Call 1-800-577-8589 |
| Trust |
Print & mail application (PDF) Call 1-800-577-8589 |
| Corporation/Partnership |
Print & mail application (PDF) Call 1-800-577-8589 |