NEWS: McGinn Smith presents it's MyWay Program. The Baby Boomers are redefining retirement and McGinn Smith has introduced a program to help you rediscover your passions.

 

 
 

Fund Your Account


The minimum funding requirement for new accounts is $2,000 or $4,000 in securities transferred from another brokerage account.

Funding your account with a check.

  1. Mail your check to:
    McGinn, Smith & Co., Inc.
    45 Broadway 26th Floor
    New York, NY 10006

    Make check payable to: National Financial Services
    Include your nine-digit account number (e.g., MXX-XXXXXX).

    Please note:
    McGinnSmith cannot accept any 3rd party checks or money orders. Also McGinnSmith is required to return all checks not made out to National Financial Services as above.

  2. Funding your account with a wire transfer
    Wire your funds to:
    JP Morgan Chase
    ABA #021-000-021
    Account #066 196-221
    FBO: Insert nine-digit account number (e.g., MXX-XXXXXX).
    Please note:
    You must have a nine-digit account number (e.g., MXX-XXXXXX) to wire transfer funds.