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