Getting

Started

Are you a new client?

Welcome to the JMMB family. 

Getting started with JMMB is easy and we are here to help you every step of the way. Follow these simple instructions to start the process of opening your first JMMB account and join the JMMB family. 

If you need any assistance, please contact our Client Care Centre at  (876) 998-JMMB (5662). 

Our Client Care Centre is open Mondays to Saturdays between the hours of 8:00 am and 7:00 pm.

  1. To open a JMMB Investments account, download our Client Information Form, Risk Tolerance Questionnaire and Portfolio Advisory Services Form
  2. To open a JMMB Bank account, download our Client Information Form, Risk Tolerance Questionnaire and JMMB Bank Account Opening Form
    If you are not sure which account is right for you, please have a look at our solutions or call our Client Care Centre at  (876) 998-JMMB (5662) and let us discuss the best option for you. 
  3. One (1) piece of valid identification
  4. Two (2) references
  5. Tax Identification Number (e.g. TRN or SSN) 
  6. Source of Funds Information
  7. Proof of Residential Address

    Need more details on these requirements? Please click here

Send us an email at newclient@jmmb.com with: the name of the JMMB product/service that you're interested in; the completed forms (Client Information FormRisk Tolerance Questionnaire and Portfolio Advisory Services Form or JMMB Bank Account Opening Form); along with the supporting information listed in Step 1. 

 

You will receive a confirmaton email; followed by a call from one of our JMMB representatives, within two (2) business days, to have a financial planning conversation and get next steps on how to complete your account opening process. 

Are you an existing client?

JMMB has different solutions to meet all your financial needs. Follow the steps below to quickly open another account with us. 

If you need any assistance, please contact our Client Care Centre at  (876) 998-JMMB (5662). 

Our Client Care Centre is open Mondays to Saturdays between the hours of 8:00 am and 7:00 pm.

  1. To open a JMMB Investments account, download our Portfolio Advisory Services Form and Risk Tolerance Questionnaire 
  2. To open a JMMB Bank account, download our  JMMB Bank Account Opening Form and Risk Tolerance Questionnaire 
  3. If you have any information that needs to be updated (ID, address, contact details, etc.), based on your last visit to us, please also download and complete our Client Information Update Form

If you are not sure which account is right for you, please have a look at our solutions or call our Client Care Centre at  (876) 998-JMMB (5662) and let us discuss the best option for you.

Send us an email at existingclient@jmmb.com with: the name of the JMMB product/service that you're interested in; along with the completed forms (Risk Tolerance Questionnaire and either the Portfolio Advisory Services Form or JMMB Bank Account Opening Form) and copies of any information that need to be updated.

 

You will receive a confirmaton email; and, if you are opening another JMMB account, a call from one of our JMMB representatives, within two (2) business days, to have a financial planning conversation and get next steps on how to complete your account opening process. 

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