 Apply online now, or apply by phone at
(800) 434-1776 and trade now!
Access Brokerage Account Online
How
to Use BestVest Online»
Features and Benefits:
- Secure, online stock trading
- Clears through your PFFCU checking account
- No minimum account balance
- Real-time stock quotes
- Real-time account activity
- 24-hour account access
- FREE research capabilities that include headline and financial news, a market overview, company profiles and reports, account information, the ability to set market rate alerts and more.
- Discount Commission Schedule
If
you make your own investment decisions and want to trade
online or over the phone, then our
online discount
brokerage
service is
for you! No matter which way you choose
to make your brokerage purchases, they will clear directly
through
your PFFCU
checking account. There's no need
to maintain a separate cash account at the brokerage house, and there's
no account minimum. Market orders are just $19.95
for internet trades, and only $29.95
for broker-assisted trades. There is a $2 confirmation fee for
all trades. There is also
a $.02 per
share charge for limit orders.
Account Access
To access your account online, you will need your account number
(all accounts set up prior to September 1, 2001 need to use the
new account number that was mailed to you) and your 6-digit PIN.
Your 6-digit PIN is typically the last 6 digits of your SS#, however
you can change your PIN as often as you like once you are in your
account. If you do not know your account number or PIN, please
contact BestVest Investments at (610) 891-2860 or (800) 434-1776, Monday
- Friday, between 8:30am and 5:30pm EST. You may also contact BestVest
if you would prefer to place your trades through a broker.
Set-up your Portfolio Now
When you open a BestVest account, you will be able to set up your
own portfolio, set notification alerts, access real-time stock
quotes, company profiles and reports, daily headline news, market
updates, market commentaries and more. This site is available for
all members who have a brokerage account with BestVest Investments.
There is no minimum balance and you can trade online or by phone
as often or as little as you like.
Apply Now
All trades clear directly from your PFFCU checking account, so you
may begin trading today!** You may apply over the phone between
the hours of 8:30am and 5:30pm Monday through Friday, or you may
apply online. To open an account over the phone, please contact
BestVest Investments at (610) 891-2860 or (800) 434-1776.
Please choose one of the following options to open your account
online. (Please note that these forms will be electronically sent
to BestVest Investments):
Individual Account
Joint Account
Custodial Account
Secure Account Access
Because your account's security is important to us and BestVest Investments,
the highest level of security is required to access your brokerage
account. 128-bit encryption guarantees that any traffic between
you and the server that you access your brokerage account on, will
be unreadable to anyone else. The 128-bit encryption ensures
the highest level
of security available. For more information on security, please
access our Security and Browser
Information Web page.
BestVest Investments , Ltd.
Attn: New Accounts
600 North Jackson Street, Suite 305
Media, PA 19063
**PFFCU is not a registered broker nor is it affiliated with BestVest. Discount Brokerage Services are executed through BestVest Investments, Ltd, clearing through Mesirow Financial. Members FINRA, SIPC. Members and clients of the Discount Brokerage Program are advised that this program offers services which permit the member to invest in investment securities which: (1) are not federally insured; (2) are not obligations of the Credit Union; (3) are not guaranteed by the Credit Union or any affiliated entity; and, (4) involve investment risks, including the possible loss of principal. Trading hours are 9:30am to 4:00pm. Funds may be withheld until W9 form is signed and submitted to BestVest. Additional forms must be filled out, signed and submitted to BestVest immediately following the opening of your account. |
