New Account Instructions

Please review and follow the steps below carefully. Make sure you print this page before proceeding, as a reference guide once your new account is open.

Instructions for the Opening and Funding of a New Account

  1. Complete the on line new account application.
  2. Download, print, and sign the application in all signature locations.
  3. Make check payable to our clearing firm,"Southwest Securities". All account assets are held by Southwest securities. Please mail check with the signed application and copy(s) of valid photo identification* to:

    IPO Solutions
    2701 E. Camelback Road
    Suite 180
    Phoenix, Arizona 85016

    Note: If you would like immediately available funds, please use the wire instructions below and fax us the signed application and copy(s) of valid photo identification. Our Fax number is: 602-424-1803.

    Note: Please use the following wire instructions:

    JPMorgan Chase Bank, N.A.
    Houston, TX 77002
    ABA # 021000021
    Southwest Securities, Inc.
    Account # 08805076955
    For further credit to: (customer name and account # at IPO Solutions)

    International wires: please Use the same above instructions and add the SWIFT Address: CHASUS33TEX

    Note: Laws require that we obtain physical evidence of a person's identification. Acceptable forms are a driver's license, passport, government identification, or an alien registration card.

  4. You will be notified (by phone, fax or email) that your brokerage account has been approved, opened, and activated.
  5. Once your account is funded, you will be contacted with your User Name and Password, which will give you access to your "brokerage account" through the IPO Solutions web site. Remember, you must always log in to the IPO Solutions site first in order to access your brokerage account.

    Note: Cashier's checks and money orders are both immediately available for trading. Personal and business checks will be clear in 5 business days.

Please remember to make sure you print this page before proceeding, as a reference guide once your new account is open.


All offerings are processed through a registered securities broker/dealer. The IPO Solutions registered broker/dealer license is currently pending.
Accounts and assets are held by Southwest Securities, Inc. a member NYSE, FINRA and SIPC.