HOW TO OPEN A WEISS CAPITAL MANAGEMENT MANAGED ACCOUNT

Establishing a managed account with Weiss Capital Management requires an Account Application and Investment Advisory Agreement. These forms can be downloaded here.

Step 1: Select the appropriate Account Application:

• Brokerage Account Application - use this to open an individual, joint or trust account and for non-prototype retirement accounts.
• Business Account Application - use this to open an account for corporations, partnerships and unincorporated business.
• IRA Account Application - use this for traditional, rollover, SEP and Roth IRAs.

NOTE: All applications will require the following: legal name, legal address, Social Security #, birth date, citizenship and employment status. Be sure that all account holders sign and date the application.

Some important considerations:

• IRA applications must include a completed Primary Beneficiary section.
• Business accounts must include a copy of the Articles of Incorporation and the signatures of all authorized individuals.
• Trust accounts must include a copy of the trust document or copies of the title page, signature page, successor trustee appointment, powers of the trustee. All trustees must complete and sign the application.

Step 2: Download and complete the Investment Advisory Agreement; Carefully review our ADV II and Privacy Policy.

Step 3: Send completed documents and a check payable, "Fidelity Investments," our custodian, by overnight or standard mail to:

Weiss Capital Management, Inc.
7111 Fairway Drive, Suite 102
Palm Beach Gardens, FL 33418
Attention: New Accounts

If you have any questions or require assistance, call us at: 800.814.3034