The Net Exchange View Disclosure form on this page is used to sign up for electronic access to your accounts to check your account balances, portfolio holdings, account activity and to receive statements and trade confirmations electronically instead of through the mail.
Please do the following.
1. Click on the "New Client Questionnaire" link below to open the document in a new window.
Net Exchange View Disclosure (PDF - requires Adobe Acrobat Reader)
2. PDF file: Print the file to fill it out
3. Fill out the 'Primary Client Information' section. Print your name(s) and sign in the top section. We will fill in the account numbers and complete the "Registered Representative Information" section.
4. Return the form to us via mail, fax, or upload using your file exchange account.
5. After your access ID is established we will send you an email with the access instructions.
6. The first time you log in you must select and answer a set of challenge questions and choose an image and a personal phrase. After you log in be sure to sign up for electronic delivery of statements and trade confirmations to avoid the mailing fees which take effect in August 2010.
Please contact us any time if you have questions.
