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You can access all of your Anderson & Strudwick accounts online. Our
clearing firm, Pershing(TM), uses NetExchange Client(TM) to provide the online
access to the accounts.
For the protection of all account holders, we only accept signed requests for online account access. Please fill out a Request for Account Access form completely. Then sign the form and, if you have a joint account, secure the signatures of all other owners. Mail or fax the completed form to the address shown on the form.
To ensure the security of your account (s) you will
need a User ID (which you will designate on the attached Request for Account Access form) and Password which will
initially be assigned by
Anderson & Strudwick.
After you send a completed Request for Account Access form to Anderson & Strudwick, you will receive, via U.S. Mail, an initial Password and our Financial Institution
Number that you will need to log on to your account.
Once you receive this information, go online, click
View Your Accounts at the top of the right hand column of our home page and enter your new
Password and Financial Institution Number. You will then
be able to access your account (s) and a wealth of
additional investment advisory business.
The Request for Account Access form is provided in Adobe Acrobat format. If you don't have Acrobat Reader, download it today.
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To obtain online access to your Anderson & Strudwick account, open, fill out, print and send to us this Request for Account Access form.
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