FISN, Inc. operates two investment divisions. Each division specializes in certificates of deposit. Federally Insured Savings Network exclusively places CDs directly at FDIC insured banks from across the nation paying the best returns. First Internet Securities Network, a full service broker dealer, markets the same FDIC insured CDs that are then held in a securities account at the FISN NASD registered broker dealer. A New Account Application is necessary for CDs held in the securities account but not for the direct CDs since each bank has its own application.

OPEN A NEW ACCOUNT

1) Complete a New Account Application using one of the three following methods: 

Customer Identification Program (CIP) Notice
Important Information About Procedures for Opening a New Account

“To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.”


A) Open a New Account while online. 

• Immediately upon finishing the online New Account Application an account number is given and online internet account access will be granted.

B) Call FISN at 1-800-351-4494 between 8:30am and 5:00pm Eastern Time to complete the application over the phone. 

• An account number will be assigned to you. 
• Funding instructions will be provided. 
• Trading in a funded account can begin immediately.

Opening an account over the phone is best for : 

• Non-individual accounts, i.e. corporate or trust accounts 
• Those not comfortable with the internet. 
• People unsure which application is right for them.

• Choose the most suitable New Account Application. Call us for help in deciding which application is right for you. (All forms are in .pdf format) 
• Read the Customer Agreement. (Retain the Customer Agreement section and file in your records) 
• Fully complete and sign the application. You can actually type on the form online and then print it when completed. 
• Make a check payable to National Financial Services LLC (NFS) for deposit into your new brokerage account. 
• Mail to:

• Call us at 1-800-351-4494 if you have any questions. You can also contact us via e-mail: fisn@aol.com. 
• Upon receiving your New Account Application we will phone you with your account number and deposit your check into that account. 
• If you did not send a check with your application, then follow the Funding instructions below. Before new clients can make trades FISN requires that they fully fund an account equal to the desired purchase. 
• An FISNonline user number and temporary password will be given to you for online account access 2 to 5 days after receiving the application.

A) Make a check payable to National Financial Services LLC (NFS), include your account number and mail it to FISN.
 

FISN, Inc. New Accounts Dept. 4800 Montgomery Lane, Suite 880 Bethesda, MD 20814

B) Wire the money from your current bank into your assigned account at First Internet Securities Network (FISN). The address for JPMorgan Chase Bank, N.A. is 270 Park Ave., New York, NY 10017.
 

JPMorgan Chase Bank, N.A. New York, NY ABA: 0210-0002-1 Credit: National Financial Services LLC. ACCT #: 066196-221 Final Credit: ___________________ (Customer Name)                       ___________________ (Customer Account Number)

C) Transfer funds from another brokerage account via ACAT (Automated Customer Account Transfer). This option will do all the back-office work of transferring your account. You may transfer all or part of this account including cash and securities.

• Call FISN and together we fill out the forms over the phone. 
• We will mail the completed form to you. 
• Designate "all" or the desired portion to transfer. 
• Sign and attach your most recent statement. 
• Mail to FISN.

OR

• Download the Transfer of Assets form, complete the form, designate all or the portion you desire to transfer, and sign it. Please attach a current copy of your brokerage statement.
• Mail to FISN.

3) Trading 

Once you have opened and funded a new FISN brokerage account you can begin trading.

• Call FISN to place a trade. CDs and other fixed income can only be purchased by calling FISN. 
• Trade through your FISNonline account. Stocks and mutual funds can be purchased online.

If you do not have the Acrobat Reader please follow the link below to obtain it.