Get Netx360 How To Open A New Account - Madison Avenue Securities

This guide will provide clear and comprehensive instructions for users on how to fill out the NetX360 How To Open A New Account form for Madison Avenue Securities online. The following steps will help ensure all necessary information is accurately entered to facilitate a smooth account opening process.

Follow the steps to successfully complete the account opening process.

1. Press the ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Review all new account documentation to ensure that all required information is included, including the New Account Form with W-9.
3. Navigate to the NetX360 Services & Operations section, then select Account Services to view the Account Services page.
4. Choose 'Retail' for a non-retirement account or 'Retirement' for a qualified account. An Open an Account pop-up will display.
5. In the Select Mode drop-down list, pick either 'Draft' for minimum required information or 'Final' to enforce all required data before saving.
6. Decide whether to replicate an existing account by selecting Yes or No and entering the account number.
7. Input the initial account parameters, specifying one of the eligible MAS office ranges (HKA, HK4, HKU, HK5) in the 'Office #' field.
8. In the Account # field, type the starting digits and press Auto Generate for auto-generated account numbers.
9. The Account Type should display as Retail or Retirement. Confirm by selecting the appropriate Registration Type.
10. Indicate 'No' for external positions and select the appropriate classification for Institutional or Non-Institutional accounts.
11. If required, click 'Save as Draft' to retain entered information; save it publicly or privately for later completion.
12. If creating an Advisory account (HK4, HKU, HK5), confirm that the PMAS Subscription and Advisory Account fields default to Yes.
13. Click Next to proceed to the Acct Info/PATRIOT page, filling out all required fields.
14. Continue by providing necessary information on the Account Holder page, ensuring all applicable fields are filled.
15. Complete the Account Holder - Additional Info page, including Employment and Financial Information, before clicking Next.
16. Optionally, add additional participants or interested parties as specified, confirming their details if required.
17. Click Next to navigate to the Instruction/Acct Details page and fill in all necessary fields.
18. For fee-based accounts, ensure to block all 12B-1 fees by clicking ‘BLOCK’ next to the respective field.
19. Provide e-Delivery Preferences if applicable and verify if the client has an existing User ID.
20. Ensure all required fields related to the User ID and personal identification are completed before moving on.
21. After entering all necessary information, click Submit to finalize the account opening process.
22. Upon successful submission, you can generate forms, open another account, print account information, or track account approval progress.

For a seamless account opening experience, complete the NetX360 How To Open A New Account form online today.