Open an Account
Open an Account
To establish membership and open a Master Account for MOSIP your entity should first review the Program's Information Statement before investing in the Program.
Please click on the above link or the Forms & Documents link to obtain the required documents.
- New Investor Application
- Account Application
- Permissions Form
- Contact Record Form
- IRS Form W-9
- Intergovernmental Cooperation Agreement (executed last page)
- Investment Advisory Account Application
Online Account Access
The MOSIP Program offers its investors access to their accounts on the Internet. To access your MOSIP account online, complete a Contact Record Form for each user; you may designate any number of users and may restrict user access as needed. A user ID and temporary password will be sent to each user's email address within 2 business days. Please keep in mind that for security purposes we are unable to establish an EON login until the original signed New Investor Application is on file.
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
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Our Email Address Has Changed
We are transitioning our email from @pfm.com to @pfmam.com.
Please inform your IT professionals to allow messages from @pfmam.com, particularly email@example.com for online users to ensure that you receive important account update and transaction notification emails.
If you have any questions, please reach out to our MOSIP team at firstname.lastname@example.org or call 877.696.6747 option 2.