ACH
The
Automatic Clearing House feature allows you to make regular
monthly or one time transfers between your bank account and
your Wyse account. About ACH.
Please note that you cannot make monthly withdrawals and
deposits at the same time for an account. Please be sure to
sign and date the form before mailing it in. Initial funds
are typically available within 11 business days after
receipt of the form. After an ACH has been setup, funds are
typically available for transactions within 1 business day.
Download Form
ACCOUNT/SECURITY TRANSFER FORM (ACAT)
Would
you like to have all your brokerage accounts receive the
same great service and values from Wyse Securities? Please
use an Account Transfer Form to transfer all or part of the
funds/securities from another brokerage firm to us. Mail us
the signed and dated form and include a copy of your most
recent account statement from the previous firm.
Download Form
WIRE TRANSFER
Please
use the information below to wire funds from your bank
account to your Wyse account. Funds are immediately
available for trading after receipt of the wire. Wyse
Securities does not charge for wiring funds into your Wyse
account; but your bank may. Please consult with your bank
about their fee schedule.
For tracking purposes, please obtain a receipt and a "Fed
Reference Number" from your bank after you submit your
instructions. Always know the exact amount you have
transferred. Be sure to review your account on-line, or
check with us, to confirm receipt.
JP Morgan Chase Bank, N.A.
601 Travis St., 18th Floor, TX2-C095
Houston, TX 77002
ABA# 021000021
Southwest Securities, Inc.
A/C# 08805076955
FFC: (Your Account Title & Account Number)
Wires from foreign banks may require Swift ID: CHASUS33TEX
CHECK DEPOSIT
All
checks must be payable in U.S. funds and drawn from a U.S.
bank. Make all checks payable to
SWS Securities
make sure to include your account number on the check.
Deposits made by personal or company check will be available
for trading after 5 business days. They are not available
for withdrawal for at least 30 business days. Acceptable
check deposits include: Company or personal checks drawn by
account owner
CASHIERS CHECK OR MONEY ORDERS
Make
all checks payable to SWS Securities. All funds must be
payable in U.S. dollars and drawn from a U.S. bank. Funds
are available for trading upon receipt. However, they are
not available for withdrawal for at least 10 business days.
SECURITIES CERTIFICATES
When
delivering physical securities, write your Wyse account
number on the front of the certificate. The back of the
certificate may be endorsed, or you can sign a stock power.
Non-restricted securities are typically posted to the
account within 1 business day of receipt
DIRECT DEPOSIT
Have your paycheck automatically deposited to your Wyse
Securities account on payday.
Click here
for authorization form.
