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
