Opening an Account

It is our goal to make the account opening process as efficient as possible. We simply need three pieces of information to open a DVP (delivery vs. payment) trading account with FinTech Securities.

Necessary Account Documents

1. Account Delivery Instructions - including numbers for Tax ID, DTC, Agent Bank, Customer ID, and Institution ID.

2. A signed W-9 form for proof of Tax ID.

3. A Corporate Resolution or Authorized Traders Document - a document denoting the personnel who can trade on behalf of the company.

Send the account documents to FinTech through email at
or fax to 770-396-2258.

For more information call the FinTech Team at 888-822-3310.