• Open an Account
    Application Procedures
    This checklist is for opening a securities account. It will guide you through the process to ensure that you have completed all the necessary steps. To open a Forex account, please go to Forex Account Application Procedures.

    1. Choose the service that suits your need: Choose one of the services below and follow the appropriate instructions. If you need help choosing a service, visit our Products & Services page for details or call our investment specialists at 1-888-882-8856 or 1-415-901-0322.
    • Full Service: You need to choose a broker first. Go to find a branch or call our client support team for a referral.
    • Telephone Discount Services: Follow step 2 below to obtain necessary application forms.
    • Online Trading: Visit WhitePacificOnline.com for the details about opening an online trading account.
    2. Obtain application forms: You will find the forms you need after selecting your account type. You can print out the forms or have them filled out on your computer, or you can call, email or request online for an application package.
    3. Complete and sign all necessary forms: If you choose to fill out the forms on your computer, you need to print them out after completion. Be sure to sign the application where indicated. Your account application cannot be processed without your signature(s).
    4. Fund your account: You may fund your account by check, by wire, by stock certificate or by account transfer from another brokerage. The minimum deposit amount is $2,000:
    • Check: We accept personal checks, and cashier's checks only under account holder's name and drawn on a U.S. bank. Please make all checks payable to Penson Financial Services, Inc., and include your White Pacific account number on your check if available.
    • Wire: Bank wire transfer to:
      Bank of New York, NYC
      ABA: 021 000 018
      Swift: IRVTUS3N
      FBO: Penson Financial Services
      Acct: #866 116 9975
      For Further Credit To:
      Client's Name: ____________________
      Client Account Number: ______________________

    • Certificate: Stock certificates must be endorsed exactly as they are registered on the face of each certificate.
    • Transfer: An account transfer from another brokerage firm must be accompanied by a copy of your latest statement. Your name(s) and tax identification number(s) must match exactly with that at your prior brokerage.
    5. Mail: Make sure you have completed all of the required steps. Send all the required documents including a copy of your ID along with your check and/or securities to:

    White Pacific Securities, Inc.
    Attn: New Accounts
    100 Pine Street Suite 500
    San Francisco, CA 94111
    Please call our Customer Support Team at
    1-888-882-8856 or 1-415-901-0322 for assistance.