Enroll & Invest

Investing with Texas Connect is easy. Follow these steps to get started today. If your governing body requires additional documents, please see the Forms and Documents below.

Questions? The Texas Connect Client Services team is here to answer your questions or assist with account paperwork. You can reach our team by calling 866.877.2368 or by email at [email protected].
Enrollment Forms

New Account Kit

Resolution Authorizing Participation

Application and Participant Certification

Authorized Signers Certification Form

Bank Account Registration Form

View Only Online Access Form

1
Review
Review the Texas Connect Trust Agreement, Information Statement, and Investment Policy.
2
Adopt
Adopt a Resolution Authorizing Participation through your institution’s governing body.
3
Complete Forms
Fill out, sign, and email the completed Application and Participant Certification, Authorized Signers Certification, Bank Account Registration form, and the Resolution Authorizing Participation to the Texas Connect Client Services team at [email protected].