Open an Account

Individual, Joint, Corporate, Trust, IRA

HOW DO I OPEN AN ACCOUNT?

We are happy to offer our clients an online new account application. Or feel free to call us at 1- 855-4-MY-BROKER and we will be there to assist you.

There are a few things to keep in mind as you begin the opening account process:

Type of account best suited for your needs

1. Required information will vary based on the type of account you choose to open
2. Home Address and your previous home address (if you have lived at your home address less than two years) We cannot except a P.O. Box
3. Financial information
4. U.S. Social security number or Tax Identification Number
5. Employer name and address
6. A valid picture ID (Driver's License or Passport)
7. Account must be funded in order to place a trade

We will assist you from the beginning until completion. Please feel free to call us at 1-855-4-MY-BROKER

By Mail

1. Download an application and then print it out.
Complete and sign the application, and send it with a check made payable to First Southwest Securities at the appropriate address.

By Fax

1. Download an application and then print it out.
Complete and sign the application and fax it back to us. Please be sure to fund your account prior to making your first trade. Checks are made payable to First Southwest Securities and sent to the appropriate address.

Whichever way you choose to open your account with Kensington Capital Corporation, your original signature together with the new account documents will be needed for final approval of your account.

To open a margin account, please also complete the Margin Application.
Margin Application Form (1.5 MB)

For option trading privileges, please complete the Option Application and Agreement.
Option Application and Agreement Form (48 K)

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