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Open an Account

To open an Entity TreasuryDirect account, you need:

  1. A Taxpayer Identification Number

    (Social Security Number or Employer Identification Number for an entity)

  2. Authority to act as an entity account manager for the entity.
  3. A United States Address of Record

    for the entity and the entity account manager

  4. A Checking or Savings Account

    You'll need to know your account and routing numbers.

  5. An E-mail Address

    (e.g., YourName@abc.com)

  6. IRS Name Control

    (see definition)

  7. A Web Browser That Supports 128-Bit Encryption

For requirements to act as an entity account manager, see Learn More about Entity Accounts.

Choose the type of Entity Account you would like to open.

Choosing individual as account type