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Funds can be added to your U.S. Brokerage, Inc. account by:
  1. Depositing a check.
  2. Wiring funds.
  3. Transferring an existing investment account.

All funds must be in U.S. dollars.

Depositing A Check

U.S. Brokerage, Inc. will accept only personal checks drawn on U.S. funds. Checks must be made payable to Penson Financial Services, and include your account number on the face of the check. Checks should be sent to:

U.S. Brokerage, Inc.
19111 Detroit Rd.
Suite 930
Columbus, Ohio 43215
Attn. Cashier

We do not accept:

Cash
Cashier's Checks
Money Orders
Travelers Checks
Credit Cards
Third Party Checks
Funds Drawn on Foreign Currency

Wiring Funds to Your Brokerage Account

Funds can be wired to your U.S. Brokerage account from your local bank by using the following format. Wire funds to:

JP Morgan Chase Bank
ABA# 021000021
F\A Penson Financial Services
#066-6-00030
For Further Credit To
Your Account Name
Brokerage Account Number (foreign bank transfers are subject to additional charges)
 
 

 

500 South Front Street, Suite 930, Columbus, Ohio 43215
Voice: 614.448.3200 - 800.25.STOCK | Fax: 614.448.3203

 
U.S. Brokerage, Inc. is a member of the National Association of Securities Dealers, Inc., MSRB  and SIPC. All accounts are through Penson Financial Services, Inc. This is not an offer to sell securities to persons to whom it is unlawful to recommend such an offer. U.S. Brokerage, Inc. can open an account for only those persons that reside in an area in which we are registered to do business.