LaSalle Account Type

LaSalle offers a comprehensive range of account types to cater to various client needs. The supported account registration types include:

• Individual Accounts
• Corporate Accounts
• Trust Accounts
• Joint Accounts
• IRA Accounts
• 401(k) Accounts
• 529 College Savings Plans
• Health Savings Accounts (HSA)

For clients requiring additional account types, LaSalle encourages reaching out for assistance to better serve their investment needs.

LaSalle Broker Account Opening Process

Opening a broker account with LaSalle is a straightforward process designed for efficiency and security. Here are the steps involved:

• Choose Account Type: Select the appropriate account type from the options provided (e.g., Individual, Corporate, IRA).

• Online Application:

• Visit the LaSalle website and click on the "Apply Online Now" button.
• Complete and e-sign the necessary forms for your selected account type.
• Documentation: Prepare to provide documentation that verifies your identity and investment experience. This may include:
• Government-issued ID
• Proof of address
• Financial information relevant to your account type

• Account Confirmation: After submitting your application, LaSalle will review your information. This process may take from a few minutes to a couple of days.

• Deposit Funds: Once your account is confirmed, you will need to deposit funds to start trading. LaSalle typically allows deposits via bank transfer, credit/debit card, or electronic wallets.

• Start Trading: After funding your account, you can begin trading by accessing the trading platform and selecting your desired investment options.

For further assistance, you can contact LaSalle's new accounts department via email or phone.