How do I open a Weiss Capital Management managed investment account?
Call us at 1-800-814-3034 and we will send you out a complete kit, or for faster service, follow these 3 easy steps: Step 1: Review our ADV II and Privacy Policy Step 2: Click here to download, print and complete: A) Instructions on How to Open Your New Account B) Investment Advisory Agreement C) Fidelity Account Application Step 3: Enclose your check made payable to “Fidelity Investments.” NOTE: Please DO NOT make check payable to Weiss Capital Management, as it will be returned. If you are transferring your account from another broker or adviser, please download and complete a Fidelity Account Transfer Form for each account. Please include a copy of the most recent statement for each account that you are transferring. Step 4: Mail or overnight the above to us at: Weiss Capital Management, Inc. 7111 Fairway Drive, Suite 102 Palm Beach Gardens, FL 33418 Attention: New Accounts If you have any questions, or need help in completing the forms, please call us at 1-800-814-3034. We will be
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