Your Fortrend account is a multi-currency account which enables you to deposit any of about 40 different currencies. Most customers want to deposit AUD, USD, GBP, CAD or EURO. If you want to deposit any other currency, please contact your advisor and we will send you the instructions.
If you are transferring your account from another FINRA broker, all you need is our simple Account Transfer Form.
Depositing certificates is not easy. This often takes more time than people anticipate, and there may be fees involved. We strongly recommend that you keep your shares in electronic form with a broker or get them on deposit so you can transact without delay.
If you have a US certificate, you will need to sign a Stock Power and send the certificate to us by registered mail. We will send it to Pershing, who will send it to the transfer agent to be converted into electronic form.
If you have a UK certificate you will need a Crest Transfer Form.
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This is a Fortrend Securities Pty Ltd website. This is not a Fortrend Securities Inc. website. Fortrend Securities Inc. does not offer any products or services on this website. You may not interpret anything on this website as an offer to buy a product or service from Fortrend Securities Inc. Fortrend Securities Pty Ltd (ACN 055 702 693, AFSL 247261) makes no representations as to the completeness, accuracy, reliability or suitability of this information. Fortrend Securities does not offer any information in this website as a substitute for independent financial advice and recommends that prior to making any decision based on any information in this website, you should obtain independent financial advice in respect of any specific requirements or any investments contemplated by the reader. The advice has been prepared without taking into account the customers objectives, financial situation and needs. Customers should consider the appropriateness of the advice by taking into consideration your objectives, financial situations and needs before acting on the advice. |