ONLINE TRADING ACCOUNT OPENING PROCEDURES
  1. Click "Continue" below to fill up the Wealth Securities, Inc. (WSI) Online Trading Account Application Form.
  2. Download and save the generated PDF version of your Customer Account Information Form (CAIF), Account Agreement and Specimen Signature Cards.
  3. Digitally sign the generated PDF version of your CAIF, Account Agreement and Specimen Signature Cards using your smartphone.
  4. Or
    Print and Sign the PDF version of your CAIF, Account Agreement and Specimen Signature Cards.
  5. Assemble application documents and other requirements.
  6. If application documents were digitally signed, submit the documents and other requirements through email. If signed application documents were printed, you may send them to our designated locations physically or through courier.
  7. Wait for e-mail confirmation from WSI and schedule a verification video call.
  8. Fund your account by depositing through the partner banks of Wealth Securities Inc.