Welcome to our digital account opening experience.  Follow these simple 4 steps to begin your Journey in Investment Management with City National Rochdale.

Step 1: Account Information

How many accounts are you opening?

What kind of accounts are you opening?

Step 2: Account Participants' Information

Primary Account Holder

Name

First Name

Street Address

Street Address

Street Address

Date of Birth

First Name

Street Address

Street Address

Street Address

Date of Birth

First Name

Street Address

Street Address

Date of Birth

Secondary Account Holder

First Name

Street Address

Street Address

Street Address

Date of Birth

First Name

Street Address

Street Address

Street Address

Date of Birth

First Name

Street Address

Street Address

Date of Birth

Step 3: Account Features
Step 4: Funding Method
Step 5: Attachments
Step 6: Signature Preferences

Privacy Policy | Business Continuity Plan | ADV Part II | Routing of Customer Orders| Disclosures

 

Investment Advisory services offered through Symphonic Financial Advisors, LLC. Insurance offered through Symphonic Insurance, LLC. Securities offered through Symphonic Securities, LLC, Member, FINRA/SIPC, 400 Park Ave., New York, NY 10022. Investment products are not bank deposits or guaranteed by or obligations of City National Bank or any affiliate or subsidiary, and are not insured by FDIC. They involve risk, including the possible loss of principal.