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Apply for Online Access

Instructions

Please fill out the form below to gain access to the NetX360 client application.

User Identification (ID)

Your user ID must be between four and ten characters long. Please provide two potential user ID’s, in case your first choice is already taken. You do not need to provide an ID for each account; all accounts listed above will be linked to the same ID. You will be sent an email notifying you which user ID was selected, or indicating any modifications, if they were necessary.

User ID (First Choice):
User ID (Second Choice):
Date of Birth (MM/DD/YY):
Mother’s Maiden Name
(required for password):
Email Address:
Verify Email Address:
Investment Professional Name:

Account Information

List account numbers with an optional description of the account type to help you differentiate multiple accounts once you are logged onto www.investorscapital.com (for example, investment or retirement account).

Account Number 1:
Account Owner Name:
Description (optional):
 
Account Number 2:
Account Owner Name:
Description (optional):
 
Account Number 3:
Account Owner Name:
Description (optional):
 
Account Number 4:
Account Owner Name:
Description (optional):
 
Account Number 5:
Account Owner Name:
Description (optional):
 
Account Number 6:
Account Owner Name:
Description (optional):
 

Customer understands that by submitting this application, customer will not receive paper statements and/or trade confirmations or other documents (the “Documents”) and instead agrees to accept and receive electronic notification, via the email address provided by the customer on this electronic application, that the Documents are available online for retrieval by customer using customer’s established User ID and Password, the confidentiality of which customer agrees to maintain. By accepting electronic delivery, customer agrees to the electronic delivery of all notices, disclosures, and other information relating to customer’s account that are communicated with or within the Documents. All communications so sent whether by mail, email, or otherwise, shall be deemed given to the customer personally, whether actually received or not.

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