How to open a mutual funds account

The mutual funds module provides access to all funds managed by CardinalStone Asset Management.  Follow the Account Opening Flow to open an account on the app.

Below are the requirements for each account type:

Individual account opening requirements:

1. Personal Information
2. Bank Account Information

Corporate account opening requirements:

1. Company Information
2. Primary Contact Information
3. Bank Account Information

Please note there is a 1mb size limit on all document uploads.

Users must ensure all information presented is accurate and up to date for a seamless onboarding experience. Account name must match BVN full name and address must be the same as address on KYC documents uploaded.