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In order to view your account online you must have an account set up
with us and complete the InvestorView Request and Confirmation forms which
require an original signature.
Online Usage Agreement Form
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Please print this form out and mail it to us with your original signature,
click here.
A new browser window will open with the form. Press the PRINT button on your browser and then close the window.
This agreement form is required in order to allow you to use the online trading system.
Account Access Request Form
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Please print this form out and mail it to us with your original signature,
click here.
A new browser window will open with the form. Press the PRINT button on your browser and then close the window.
Once we have received your completed form with signature, we shall send you by mail or email your login and password in order to access the system.
Confirmation Via E-mail or Facsimile
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If you would like to print this form out and mail it to us with your original signature,
click here.
A new browser window will open with the form. Press the PRINT button on your browser and then close the window.
This form is required so that we know where to send confirmation of any activity you may do on our online trading system.
Characteristics and
Risks of Standardized Options (Download)
- Those who wish to trade options must download
and read this booklet.
- Please print this form out and mail it to us with your original signature,
click here.
A new browser window will open with the form. Press the PRINT button on your browser and then close the window.
Mail all forms and agreements to:
Woodstock Financial Group
117 Towne Lake Parkway
Suite 200
Woodstock, Georgia 30188
If you have any questions or need help, please call
(800) 478-2602.
This site is for information purposes only and is not a solicitation of any individually listed investment products by
Woodstock Financial Group, Inc.
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