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Fund your account: Contact FISN for your best method of account funding.
Call 800-351-4494 to Open Account
or
Email to FISN
Remember funds are due in your account by the settlement date.
A) CHECK - Make a check payable to National Financial Services LLC (NFS), write your account registration title and FISN account number on the check and mail it to FISN. National Financial Services holds cash and securities for all FISN accounts.
FISN, Inc.
New Accounts Dept.
4800 Montgomery Lane, Suite 880
Bethesda, MD 20814
B) WIRE - Wire the money from your current bank into your assigned account at First Internet Securities Network (FISN). National Financial Services holds cash and securities for all FISN accounts. JPMorgan Chase Bank receives all wires for National Financial Services. The street 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) ACCOUNT TRANSFER - 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.
- Call FISN and together we will fill out the forms over the phone.
- We will mail the completed form to you.
- Designate "all" or the desired portion to transfer.
- Attach your most recent brokerage statement.
- All owners must sign the ACAT form and mail to FISN.
FISN, Inc.
New Accounts Dept.
4800 Montgomery Lane, Suite 880
Bethesda, MD 20814
OR
- Download the Transfer of Assets Form. Complete it fully. All owners must sign the ACAT form. Attach a copy of your latest statement from your current brokerage account.
- Mail to FISN.
FISN, Inc.
New Accounts Dept.
4800 Montgomery Lane, Suite 880
Bethesda, MD 20814
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