Open An Account
Establishing a professionally-managed investment account with Weiss Capital Management is simple. All that it requires is a new Account Application with our custodian, Fidelity Investments, and our own 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 number, 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 to "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
Forms Library
Looking for a specific form? Find all the latest Weiss Capital Management forms and documents here. Please contact us if the form you need is not listed below.
- Weiss Capital Management Form ADV, Part II
- Weiss Capital Management, Inc. Online Investment Advisory Agreement — To fill out online, simply select "T" text icon in Adobe Acrobat Reader and click within field. You must print, sign, and return original to Weiss Capital Management. Please do not e-mail your forms due to the unsecure nature of e-mail transmissions.*
Weiss Capital Client Profile Questionnaire
New Account Forms
- Fidelity Account Application & Agreement: Individual, Joint, & Trust
- Fidelity Customer Account Transfer Form
- Fidelity Business Registration Application
- Cash Management Request Form
- Trustee Certification Form
IRA Forms
- Fidelity IRA Application for Roth, Traditional, Roll Over and Sep.
- Fidelity Roth IRA Conversion Form
- Fidelity IRA Beneficiary Distribution Account IRA/BDA
- Fidelity IRA Beneficiary Designation Change Form
- Fidelity One-Time IRA Distribution Form
- Fidelity Periodic IRA Distribution Form
- Fidelity Request for Minimum Required Distribution Calculations
Additional Forms/Notices
- Fidelity Cashiering Journal Request Form
- Form W-9
- Address Change Form
- Customer ID Notice
- Business Continuity Notice
*Weiss Capital Management ("WCM") does not accept instructions regarding client accounts through e-mail. You are cautioned not to send personal, identifying information via e-mail due to the unsecure nature of e-mail transmissions.