Account Center

The Account Center is where you can start or complete your application, submit documents, or fund your account.

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What you will need
In order to complete this application, you'll need the following information on hand:
  • 2 valid color photo IDs: passport and driver's license or government issued identification card
  • Bank account information
  • Employer's address and telephone number
  • Financial information (annual income, liquid and total net worth)
  • Financial and professional references
  • Proof of residency (utility bill, bank or brokerage statement, etc. with your address on it - no older than 6 months)
  • Due to recent legislation (FATCA), Swiss America Securities, Ltd. now requires every client to submit either a W-8BEN for NON-U.S. Individuals, or W-8BEN-E for NON-U.S. Entities or W-9 for U.S. Individuals & Entities.
  • Important Fatca Overview.