Establishing A New Account
How Do I Open an Account?
IF YOU ARE INTERESTED IN THE SERVICES OF WEISS CAPITAL SECURITIES, INC. AND ARE LOOKING TO OPEN AN ACCOUNT, PLEASE CONTACT US DIRECTLY BY CALLING: 561-627-7994 OR 800-242-8092 OR EMAILING US AT AskUs@WeissCS.com SO WE MAY PROVIDE SPECIFIC DETAILS AND INFORMATION TO YOU.
| Account Types | ||
| General Investing Accounts | ||
| Choice Account™ | ||
| Silver ProCash Plus™ | ||
| Gold ProCash Plus™ | ||
| Platinum ProCash Plus™ | ||
| Margin Agreement | ||
| Option Disclosure Document (Minimum of $25,000 net account equity required to open an options account.) |
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| Option Agreement (Minimum of $25,000 net account equity required to open an options account.) |
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| ACAT Transfer Form | ||
| Joint Account Agreement | ||
| Retirement Accounts for Individuals | ||
| Traditional IRA | ||
| Roth IRA | ||
| Rollover IRA | ||
| Simple IRA | ||
| IRA for Minors | ||
| Beneficiary IRA | ||
When mailing new account paperwork, please include a copy of unexpired government identification, such as your driver’s license or passport. |
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| Retirement Accounts for Businesses | ||
| SEP IRA | ||
| Individual 401(k) | ||
| 401(k) for Businesses | ||
| 403(b) | ||
When mailing new account paperwork, please include a copy of unexpired government identification, such as your driver’s license or passport. |
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| Education and Custodial Accounts | ||
| Custodial Account | ||
| Coverdell ESA | ||
When mailing new account paperwork, please include a copy of unexpired government identification, such as your driver’s license or passport. |
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Added Value. Informed Decisions.
Personal finance is far more complex than it used to be. The spectrum of investment alternatives is so diverse that it can be confusing for both the novice and experienced investor.
At Weiss Capital Securities, we can help you sort it all out.
ProCash Plus™
This bank-like account provides you with easy access to cash balances in your account. Simply write a check or use your Mastercard® debit card.
You will also enjoy bill paying services, a consolidated statement of all activity (brokerage plus banking), plus many more features to help you manage your financial assets.
| Account | Investment |
| Silver ProCash Plus™ | $10,000 - $49,999 |
| Gold ProCash Plus™ | $50,000 - $149,999 |
| Platinum ProCash Plus™ | $150,000 and above |
Please request a ProCash Plus™ disclosure agreement, which provides a complete description of account minimum balances and fees.
Choice Account™
This account provides online and broker assisted trading with no account minimum balances or annual fees.