Congratulations, you’ve made the decision to become a Holland Portfolio investor. To open your HP account, simply follow the steps listed to the right:

Download a Sample
“Quick Guide” for easy reference:

Prior to completing the appropriate Custodian form in Step 2, download the matching sample application form below:

Sample IRA Account
Sample Individual Brokerage    Account (INDIVIDUAL)
Sample Individual Brokerage    Account (JOINT)
Sample Individual Brokerage    Account (TRUST)
Sample Business Account

Invest Now:

Step 1:  Select the Holland Portfolio (Conservative, Balanced, Neutral or Aggressive) that best fits your investment goals. Decide how you will register your Holland Portfolio (Retirement, Individual, Business account). Download and complete the required Advisor forms:

Complete the following forms if you are registering your Holland Portfolio as a Retirement account (e.g.: IRA, Rollover IRA, SEP, ROTH, etc.):

ERISA  [download]
SEC SCHEDULE F ADV  [download]

Complete these forms if you are registering your HF portfolio as an Individual or Business account:

NON-ERISA  [download]
SEC SCHEDULE F ADV  [download]

Mail your completed Advisor forms to (THP will mail a copy to you):

The Holland Portfolios
723 S. Lincoln Avenue
Hinsdale, IL 60521

Download the following SEC document for your records:

SEC 6-PG ADV PART II  [download]

Step 2:  Download and complete the required Custodian form for the type of account you wish to register (Retirement, Individual Brokerage, or Business account):

IRA ACCOUNT APPLICATION  [download]
INDIVIDUAL BROKERAGE ACCT APP  [download]
BUSINESS ACCOUNT APPLICATION  [download]

Mail your completed Custodian form to:

Fidelity Investments
P.O. Box 770002
Cincinnati, OH 45277

You will be notified by e-mail when your account is activated.

Step 3:  Choose a method to fund your new account:

Method A (Recommended):  Wire funds or mail check to Fidelity Investments after your account is activated. (Mail to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277)

WIRING INSTRUCTIONS  [download]

Method B:  Mail your check along with your Custodian Application Form (see Step 2) to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277

Method C:  Bring your check to nearest Fidelity Service Center (click HERE for nearest location):

Method D:  Transfer assets from another portfolio by completing this form and mailing it to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277:

TRANSFER OF ASSETS FORM  [download]

Your Advisor will confirm receipt of all correspondence and notify you when your account is opened. Should you have questions, please call The Holland Portfolios at 630-674-7226.

Once your account is activated, Fidelity Investments - your Custodian - will mail quarterly Holland Portfolio statements to your specified address.