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Frequently Asked Questions:Opening an Account

We're glad you've taken an interest in opening an account with H&R Block Bank. Below we have answers to some basic questions you may have. Take a look around and let's get started.

How can I open a personal or business account?

Please visit our branch location at:
One H&R Block Way
Kansas City, MO 64105

What information do I need to open a new personal account?
You will need the following information for yourself and the joint account owner (if applicable) in order to apply:
  • Social Security Number
  • Driver's license or other ID such as passport or state ID
  • Employer information
  • Address
  • Date of Birth
Can I open an account online?

You may apply for a CD account or an H&R Block Easy IRA online. To open any other account, please visit our branch location at:
One H&R Block Way
Kansas City, MO 64105

How do I make my opening deposit?
You can make your deposit when you open your account using any one of the following methods:
  • Check drawn on an existing account.
  • Money order or cashier's check.
  • ACH transfer from an existing account at another bank (you must note the bank routing number and your account number, as well as authorize us to withdraw these funds on the new account application form).
  • Transfer from one of your existing H&R Block Bank accounts.
Are alternate forms of ID accepted when opening a bank account?
Yes. We accept your state issued driver's license or other identification, such as a passport or other state issued identification.
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  • Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial and H&R Block are not affiliated.
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