Open an Account
Open an Account
To invest in FL PALM, please complete the following steps:
Note: Prospective Participants must provide a completed Signatory Public Agency Addendum before an initial investment in the Trust. Prospective Investors must provide a completed New Investor Application and copy of the Public Agency's Investment Policy.
- Read the FL PALM Information Statement.
- Contact a Fund Representative at 1-877-495-8246 with any questions.
Complete and send the following forms to FL PALM Client Services (available on the Forms and Documents section of this site):
- Account Application
- New Participant/Investor Application (if this is your entity's first FL PALM account)
- Contact Record Form
- IRS W-9 Form
- Wire/ACH Setup Instructions
Completed forms can be submitted to FL PALM Client Services by Fax: (800) 252-9551
Or by mail:
FL PALM Client Services
P.O. Box 11813
Harrisburg, PA 17108
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
*** FL PALM has changed its custodian & depository bank to U.S. Bank, N.A. effective March 26, 2021. Please log into your account for new wiring instructions or call the Client Services Group at 877-495-8246 for assistance***
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