The easiest way to complete the paperwork to open an account would be to call and have us do it for "free". It is sometimes very difficult and frustrating to navigate the required documents for a new account. Not only that, but you need to know which type of account to open and the appropriate transfer documents for qualified accounts.

This page is on our web site primarily to afford a prospective client the opportunity to review the paperwork needed and to visit Shareholder Services Group (SSG) web page if they like.

The two forms below are required by the State of Texas in addition to the appropriate SSG "new account application".

If you have any questions, please contact our office and we will get back with you promptly to answer all of your questions and/or to set up an appointment to visit with you.