Open an Account

1. Open an account over the phone or via fax with the help of our Private Client Services Group.
   
   ph: 800-361-8150
   
   fax: 212-202-6097
   
   If you have already opened an account and need assistance completing the process, please follow these steps:
   
   I. Please print out and sign the appropriate account form.
   II. Mail in signed account form and any additional forms to:
   
   
   McGinn, Smith & Co., Inc.
   45 Broadway 26th Floor
   New York, NY 10006

2. Fund your Account with a check, wire transfer, or account transfer.


3. Complete additional forms if necessary.
   
   
4. Account Number. Your McGinnSmith representative will contact you with your nine digit account number.


5. Online Account Access. To view your account online, please contact your McGinnSmith representative.