A) New Account Form
B) Traditional IRA & SEP IRA Agreement
C) Roth IRA Agreement
D) Margin Agreement
E) Account Transfer Form
To Open a New Account:
1) Download the New Account form 'A' above. For an IRA account, please
download the corresponding IRA form ('B or C').
2) Complete pages 1-4 of the New Account agreement, and sign the
3) Fax the copies to +1 954 697 0181 or email them to: email@example.com
4) Please mail the original signed documents to:
Atlantic Wealth Management
110 East Broward Blvd
Ft Lauderdale, FL 33301
5) An advisor will contact you shortly thereafter.
To Transfer an Account to Atlantic Wealth Management:
1) Download the ACAT (Account Transfer) Form 'E' above.
2) Complete the ACAT Form and fax/email it back to us along with a recent
monthly statement from the current holding company.
*Via Fax: +1 954 697 0181 or email the forms to: firstname.lastname@example.org
3) An advisor will contact you shortly thereafter.
*Please call an advisor now if you require immediate assistance:
+1 954 315 3921
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+ 1 954 315 3921
|Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
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