Open an Account

Investment Accounts

To open a First Public account, please complete, execute, and return this document to us:

First Public New Account Application and the Customer Agreement (downloadable Adobe Acrobat PDF)

To open a Lone Star Investment Pool account, please complete, execute, and return this document to us as well:

Lone Star Investment Pool Information Statement and Enrollment Book (downloadable Adobe Acrobat PDF)
 

Benefits Cooperative Accounts

To open a TASB Benefits Cooperative account, your entity board must approve the Board Resolution and complete the Interlocal Agreement:

TASB Benefits Cooperative Board Resolution and Interlocal Agreement
(downloadable Adobe Acrobat PDF)

For either an Investment or a Benefits Cooperative account, please send the appropriate signed form(s) to:

First Public
12007 Research Blvd
Austin, Texas 78759

If you have questions about the application documents or would like to learn more about the benefits of becoming a client, please call us at 800.558.8875 or e-mail customer.service@firstpublic.com.