IAble Account Sign Up Clinic

We’re teaming up with the Harkin Institute to host a special IAble account clinic designed to help those looking for some assistance with opening an IAble account.

If you know someone who could benefit from an IAble account and wants help opening one, please share this opportunity with them! IAble staff and  financial advisor Matt Stagner will be available to answer questions about opening an account, help determine which investment options fit each person’s savings goals and provide assistance with opening an account that night. We want every eligible person to have access to tools that help build financial independence.

Where: Harkin Institute, 2800 University Ave, Des Moines, Iowa 50311

When: Wednesday, September 30 from 5:00 p.m. – 8:00 p.m.

How to Prepare

Watch a video covering the basics of IAble.

This video covers eligibility, opening an account, investment options, tax benefits, qualified disability expenses and more.

Sign up for time with a financial advisor.

Click here to find a time slot that works for you. Need a little more flexibility? Just stop in!

Gather your information.

Account Owner

Information needed for the eligible person:

• Name
• Email
• Phone
• Address
• Social Security number or Tax ID number
• Birth Date
• Disability type
• Basis for eligibility
• Form of identification

Authorized Individual

An authorized individual may open and manage an account on behalf of the eligible person. If this applies, the following information is needed for the authorized individual:

• Name
• Phone
• Address
• Social Security number or Tax ID number
• Birthdate
• Form of identification

Investments

Choose your investment option(s). Visit IAble.gov/investments for more information or speak with a financial advisor at the event.

Contribution Methods

If you would like to contribute to your IAble account from your bank account, have the following information:

• Bank routing number
• Account number

If you’d like to contribute by check, please bring a check with you that is made out to IAble.