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Funding Instructions


 

Wire Funds to:

Bank: JP Morgan Chase Bank
Manhattan, New York
ABA: 021000021
F/A Penson Financial Services, Inc.
Account #:: 066-6-00030
FFC: CUSTOMER NAME AND ACCOUNT#

ACH (Electronic Transfer of Funds) Form (click to download)

This will allow you to deposit/withdraw money into and out of your Trade Wall Street account via your Checking or Savings Account. There is no charge for this service.  Please note it takes 2-3 business days to process the initial setup. Once the ACH is setup, money transfers can occur same day for U.S. accounts and within 1-2 days for international accounts.

ACAT Account Transfer Form (click to download)

This will allow you to transfer your current account to Trade Wall Street. Complete the Account Transfer Form and include it with a copy of your most recent brokerage statement. Please note that most transfers take 5-10 business days to process. 

Letter of Authorization (click to download)

This will allow you to transfer your current account with Penson Financial Services to you Trade Wall Street account.  Please note, these transfers only take 1-2 business days to process.

Stock Certificates (click to download)

Endorse your securities by appointing Penson Financial Services, Inc. as attorney and signing your name exactly as it appears on the face of the certificate(s).  

Physical Stock Certificates

Physical Stock Certificate Deposits are required to be Mailed/Fedexed to:

Penson Financial Services, Inc.
1700 Pacific Avenue
Suite 1400
Dallas, TX, 75201
Re: Trade Wall Street Financial Account #

Funding by Check

Make Checks Payable to Penson Financial Services.

Mail checks to:

Penson Financial Services, Inc.
1700 Pacific Avenue
Suite 1400
Dallas, TX, 75201
Re: Trade Wall Street Financial Account #


 

©1998-2011 All Rights Reserved. Trade Wall Street Financial is a Division of TWS Financial, LLC. 1101 Pennsylvania Avenue Washington, D.C. 20004.

Members FINRA, SIPC, NASDAQ, NYSE Euronext, and NFA. Tel: 1(800)776-1018 or (202)449-7260

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For Finra brokercheck please see www.finra.org. All accounts are SIPC Protected for $500,000 Securities, including $100,000 claims for Cash. Penson Financial Services, Inc. (PFSI) has also acquired “Excess SIPC” insurance from a third party insurer to protect client accounts up to their net equity for loss of securities and cash held at Penson Financial Services, Inc. (PFSI), up to an overall firm aggregate of US $200,000,000 over all customer accounts. This “Excess SIPC” protection is in addition to the protection provided by the Securities and Investors Protection Act, which is administered by SIPC, and is subject to certain conditions and limitations, details of which are available upon request. The above coverage does not protect against loss of the market value of securities. System response, trade executions and account access may be affected by market conditions, system performance, quote delays and other factors. The risk of loss in electronic trading can be substantial. You should therefore consider whether such trading is suitable for you in light of your financial resources. Money Market Funds are not FDIC Insured. Tradewallstreet.com is a stock brokerage company, for active trading and electronic online investing. Read our Risk Disclosures Third Party Quotes and Research page provided in part by Vector2000 Stock Systems and Askchart.com and Quotemedia.

Although the material contained herein has been prepared from sources and data that we believe to be reliable, neither the author(s), TradeWallStreet Financial, nor any of their respective affiliates makes any representations or warranties with respect to the accuracy, completeness, or timeliness of this information, and it should not be relied upon as such. Neither the author(s), TradeWallStreet Financial, nor any of their respective affiliates is responsible for any errors or omissions, and specifically disclaim all warranties, including without limitation, warranties of fitness for a particular purpose. Furthermore, neither the author(s), TradeWallStreet Financial, nor any of their respective affiliates makes any guarantee or other promise as to any results that may be obtained from using this information.

The material has been prepared or is distributed solely for informational purposes and does not constitute an offer, obligation, solicitation, or investment advice. This material is not to be construed as investment services in any jurisdiction where such offers or solicitations would be illegal. TradeWallStreet Financial and affiliated persons assume no responsibility, and shall not be liable, for any use of the above information.

The opinions expressed are those of the author(s) and are not necessarily those of TradeWallStreet Financial. Opinions and estimates are as of a certain date and subject to change without notice. The financial product or strategy described above is intended only for experienced and qualified investors. Individual investments, investment services, or strategies mentioned herein may not be suitable or appropriate for every investor or every situation. You should not make any investment decision without first consulting your financial advisor and conducting your own research and due diligence, including carefully reviewing the prospectus and other public filings of the issuer. While past performance may be analyzed, past performance should not be considered indicative of future performance. Investing in capital markets involves substantial risk. You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.

The fact that an organization or website may be referred to as a citation and/or a potential source of further information does not mean that the author(s), TradeWallStreet Financial, or any of their respective affiliates endorse the information the organization or website may provide or recommendations it may make.

Copyright © 1998-2010, TradeWallStreet Financial, Washington D.C., USA. All rights reserved. Proprietary, not to be reproduced, transferred or distributed in any form without prior written permission from TradeWallStreet Financial. The following is delivered on an "as is" basis without warranty. It is not an offer, solicitation, or recommendation to purchase any security or the services of any organization unless otherwise noted. TradeWallStreet Financial and/or its employees may buy, hold, trade or sell any security or financial instrument described herein..

TradeWallStreet Financial is a subsidiary of TWS Financial, LLC, a member of the Financial Industry Regulatory Agency (FINRA) and the Securities Investors Protection Corporation (SIPC).