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 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: Southwest Securities, 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.

 

STEP 2:
Download and print each of the following (required) applications/agreements:

 
STEP 3:
Determine which additional forms/applications are needed to open your account. Download, print, and complete the appropriate forms.

IRA Application

Account Transfer Form (IRA or Regular)

STEP 4:
Please complete all forms in their entirety and return to:

Mercer Financial Group, Inc.
1517 Richmond Avenue
Mercerville, NJ 08619


A representative will contact you immediately upon the receipt of your application to provide you with the information you need to begin trading. Please note that for all new customers, and for 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 personal check payable to: Southwest Securities, Inc. We will credit the deposit to your account immediately.

Securities offered through US Brokerage, Inc.  Member FINRA - SIPC.