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 Info@FinTechSecurities.com
or fax to 770-396-2258.
For more information call the FinTech Team at 888-822-3310.