Minimum $1,000 in Cash or Securities
Click Below
or Call 609.586.7676
Email Request
Send your request for account opening documents via email to
rp@mercerfinancialgroup.com. Please indicate your name, address and which documents you will need to open your account(s).
All accounts require a New Account and Customer Agreement form. Additional forms may be required such as: Margin
Agreement, Option Account Agreement, IRA Application, Transfer Forms (ACATS), or Joint Account Agreement. If you have questions
regarding the types of forms required to open your account please include your question in your Email request and we will
contact you to determine what type of account best suits your objectives. Forms for additional types of accounts are available
upon request.
The requested forms will be sent to you via U.S. Mail to complete and
return to us in a pre-addressed envelope. A representative will contact you immediately upon the receipt of your application
to provide you with the information you will need to begin trading. Please note that for first time customers, and for
all online trading, funds or buying power must be in your account BEFORE trades can be accepted. Should you desire to enclose
an initial deposit to your brokerage account, please make your personnel check payable to: Penson Financial Services, Inc.
and return with your application. We will credit the deposit to your account immediately.
Download Applications and Forms
Applications and forms can be downloaded to your PC for printing, completion and forwarding
to us. Follow the steps below. All forms are in the Adobe Acrobat Format (.PDF)
STEP 1:
Download the Adobe Acrobat Reader:
If you already have Adobe Acrobat Reader, proceed to STEP 2.
