Obtain Online Access
SWS and PICI provide online access
to view your investment account. A logon ID and password are needed.
If you already have a Southwest
Securities active account but need to obtain online access to your account,
complete both of the forms listed below and send them to your broker for
processing.
Account Access Request &
Online
Access Agreement
You will be notified via email of your user information so
be sure to list your email address correctly and legibly.
(someone@domain.com)
You can access your account by the link below:
MyView®
Or
by the Account Access button on the navigation bar.
Please contact your broker if you need to have your
password reset.
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Account Forms
All
PICI and SWS account forms should be obtained directly from your
broker. They have access to the most up-to-date
information and can assist you from opening a new account to
changing your address.
Wire Transfer
The firm generally requires that account obligations be met
by Federal funds wire transfer. To
view wiring instructions for SWS:
click
here.
An alternative to wire transfer is free checking
with your SWS investment account. Complete a Vision Account
application which can be obtained from your broker. (For a retirement account,
complete a Vision IRA Account
application - age restrictions apply)
Electronic Confirms
Would you like to receive your trade confirmations via email or fax?
Complete the form below and forward to your broker for
processing.
Email/Fax
Confirms
E-Delivery Services
NEW!!!!
We are
please to offer our clients
e-delivery (electronic delivery) services for
prospectuses, proxy ballots, quarterly reports, annual reports,
newsletters, and consent solicitations when the original
signature is not required. Clients interested in
e-delivery services are required to enroll each of their
accounts for these services by accessing the link below:
https://www.icsdelivery.com/sws/formNew3.asp
Contact your financial representative for more
information
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