Account Logistics

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.

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