How to Fund Your Account
There is no minimum investment for domestic accounts. For international accounts Regal require a low minimum of $5,000 equity in any combination of US dollars and/or US exchange traded securities. Regal does not require a minimum balance to be maintained and does not charge maintenance fees for inactive accounts.
Accounts may be funded by wire transfer, check, stock certificate or account transfer. Money orders, third party checks, credit card checks and starter checks are not accepted. Funds must accompany your account application.
Account processing will occur within one (1) business day after receipt of account paperwork. Once your account has been approved, cleared funds are required to begin trading. All checks including certified and cashier's checks require a minimum of 10 business days to become available for investing.
Checks |
|
Make all checks payable to: Penson Financial Services, Inc. When making deposits into your IRA, please include the IRA Deposit Slip. Important Note: Cashier's Checks must have the remitter's name electronically printed directly on the check by the issuing bank. Money orders, third party checks, credit card checks and starter checks are not accepted. For security reasons, initial deposits have a 10 business day hold before they can be withdrawn. |
|
Mail: |
|
Regal Discount Securities For your convenience, you may mail checks to our Glenview, IL or Fort Myers, FL offices. |
Regal Discount Securities PO Box 9503 Fort Myers, FL 33906-9503 |
Wire Transfer |
|
Domestic:
|
International (USD):
|
Stock Certificates |
|
To endorse stock certificates over to Regal:
If you have any questions regarding stock certificates, please call customer service at 1-800-92-REGAL (73425). Important Note: Regal does not accept for deposit or process restricted stock. |
|