Join Lone Star

Joining the Lone Star Investment Pool is easier than ever! You can now enroll securely using Docusign.  The Docusign online portal will guide you through each step of the process.

You can also enroll manually, using our established process with help from Lone Star professionals.  See below for enrollment options:

Enroll Using Docusign

Follow these steps to enroll online using our secure Docusign process:

1. Review the information and applications you need to join in the Lone Star Information Statement and Enrollment Book. 
2. Ensure thorough understanding of the Information Statement (pages 4–17) in the Enrollment Book before proceeding.
3. Complete the Docusign online form.

Other Ways to Enroll

You can also enroll using the following steps below. Our dedicated team will guide you through each step to ensure a smooth enrollment experience.

Enroll using email submission:

1. Review the information and applications you need to join: Download the Lone Star Investment Pool Information Statement and Enrollment Book.
2. Adopt the Lone Star Investment Pool Resolution: Authorize participation by passing the resolution found on page 22 of the Enrollment Book.
3. Execute the Investment Agreement: Formalize your commitment by completing the agreement located on page 24.
4. Complete the Lone Star Application: Provide essential information about your organization and depository bank by filling out sections A, B, and C on page 32.
5. Submit the First Public Account Application: Finalize your application process with the form on page 34.
6. Review Key Documents: Ensure thorough understanding by reviewing the Information Statement (pages 4–17) and the Lone Star Investment Policy before proceeding.
7. Submit Executed Documents: Email all completed forms to customer.service@lonestarinvestmentpool.com.Steps To Enroll
8. Review the information and applications you need to join: Download the Lone Star Investment Pool Information Statement and Enrollment Book.
9. Adopt the Lone Star Investment Pool Resolution: Authorize participation by passing the resolution found on page 22 of the Enrollment Book.
10. Execute the Investment Agreement: Formalize your commitment by completing the agreement located on page 24.
11. Complete the Lone Star Application: Provide essential information about your organization and depository bank by filling out sections A, B, and C on page 32.
12. Submit the First Public Account Application: Finalize your application process with the form on page 34.
13. Review Key Documents: Ensure thorough understanding by reviewing the Information Statement (pages 4–17) and the Lone Star Investment Policy before proceeding.
14. Submit Executed Documents: Email all completed forms to customer.service@lonestarinvestmentpool.com.

Upon approval, your organization will receive an account number and individual access codes for each authorized representative. An initial deposit can then be made to activate your account.

Our team is ready to help you join Lone Star Investment Pool. Fill out our contact form or reach out during our regular business hours Monday-Friday, 8 a.m. to 5 p.m. Central time by calling 800-558-8875, and a team member will walk you through the enrollment process.

We look forward to working with you to achieve your organization's financial objectives.