Open an Account
Basic methods to open an account with McGinnSmith:
1. Open an account over the phone/fax with the help of Private Client Services. If you would like to open an account, please contact us.
If you have already opened an account and need assistance completing the process, please folow these steps:
I. Please sign the account form you printed or call Customer Services at (800) 361-8150 to have one faxed or mailed to you.
II. Mail in signed account form, and any additional forms, to:
McGinn Smith & Company, Inc.
99 Pine St.
Albany, NY 12207.
2. Fund your Account with a check, wire transfer or account transfer.
3. Complete Additional forms if necessary.
4. Your McGinnSmith Network IDs. There are two sets of IDs that you will use to access the McGinnSmith Network.
Login ID – This is the ID you will use to access the tools on the network such as news stories, IPO & VC Data and real-time quotes. All login IDs are email addresses.
Investor Trading ID – This is the ID you will use to access the secure server to make transactions in your investment account. These IDs consist of a trading ID assigned after applying (e.g., meXXXX) and a password that you selected when applying.
Login ID: email address you provided.
Within one business day after receipt of your funds, you will be assigned and emailed an Investor Trading ID (e.g., "me0000"). Please make note of this number when it arrives, as well as the password you selected when applying.
NOTE: Accredited Investors may begin placing orders in Private Client Services with their regular Login ID before being issued an Investor Trading ID.
5. Your McGinnSmith Account Number. For your records, you have been assigned a temporary file number (noted on the top of the previous page which you printed). Within one business day of being approved for an account, you will receive an nine digit permanent Account Number via email.
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