Add Investment Accounts
To set up your account immediately, include your login information for the Datek Online website below and click "Submit".

If you do not have your login information, set up this account via Trial Deposit or via Fax.

NOTE : At present, Datek Online only allows transfers into a Datek Online account. Transfers out of Datek Online Accounts will be enabled by Datek Online in the near future.
Datek Online Account Details (Required to set up the account)
Account Number
 (7 digits, no hyphens)
Login Details for Datek Online (Required for Online Account Verification)
Datek User Name
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)