Add Investment Accounts
To set up your account immediately, include your login information for the CSFB Direct (formerly DLJ Direct) 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, DLJ Direct only allows transfers into a DLJ Direct account. Outbound transfers will be enabled by DLJ Direct in the near future.
DLJ Direct Account Details (Required to set up the account)
Account Number
 (9 digits, no hyphens)
Login Details for DLJ Direct (Required for Verification)
(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)