Opening a new brokerage and investment account

Open an Account with Atlantic Financial

New Investment Brokerage Account

Opening a New Account

When you open a new account with Atlantic Financial you will receive objective advice from a financial professional and you will be able to invest in stocks, bonds, CDs and over 18,000 mutual funds within one convenient account.

Client Services

Atlantic Financial offers a variety of wealth management and investment services to investors.

  • Full service advice – as little or as much as you need. Detailed objective recommendations and opinions on request.
  • Complete line of over 18,000 mutual funds including virtually all major names.
  • Large CD and bond inventory.
  • Money management consulting service
  • Full range of insurance and estate planning services.
  • Full range of pension plans allowing funds, stocks and bonds.
  • Strategic Asset Program – loaded funds at no-load for an annual fee.
  • Financial Planning.
  • Secure internet access to your account

How to Open a New Account

Choose your application from the list of Applications below.

  • Download your application.
  • Print your Application and fill it out.
  • Be sure to sign your Application.
  • Fax or mail your Application to us, please include a copy of your Photo ID.FAX:


    617-608-9028

    MAIL:Atlantic Financial Inc.
    167 Washington Street
    Norwell, MA 02061

Once we have received the document a representative will then contact you with instructions on making your first deposit and activating your account.

Applications

Note: Atlantic Financial’s Applications are in .pdf format.
In order to view these forms, your computer must have a .pdf viewer, such as Adobe Reader.

Investment Account

Online Applications

If you would prefer to use an Online Application, please choose one of the following:

For a 401k to IRA Rollover Account, please fill out and submit this
IRA Rollover Application.

To open a Standard Brokerage Account (Individual or Joint) or a Retirement Account
(403b, 401k, SEP, Roth, etc.) fill out and submit this New Standard Account Application.
If you are unsure of the type of account you need or have any questions,
please call 1-800-559-2900 or use the form below to contact Atlantic Financial and a representative will assist you. After you submit the application, an Atlantic Financial representative will contact you with additional account activation instructions.

Please Note: Atlantic Financial’s financial plan is ideally suited for investors with over $1,000,000 in investable assets.
Our account minimum is $100,000.

Wealth Management

Through various brokers, Atlantic Financial offers the Brokerage Access account from Fidelity Investments

Brokerage Access SM

Brokerage Access is designed for those investors who are looking for a basic asset management account with the ability to add optional cash management features. Brokerage Access’ standard features include: trading and investing; margin account borrowing; automatic money market mutual fund sweep; and limited check writing. The Brokerage Access account is available with no annual fee. Optional features, which are available at additional costs, include: a Visa Classic debit/ATM card; tax lot accounting; performance reporting; online bill paying; the ability to download account information to Microsoft Money or Quicken; and Internet, wireless and telephone access to third-party investment research and quotes.

About myStreetscape

myStreetscape is a comprehensive, integrated consumer technology platform that allows Correspondent Broker/Dealers and their investment professionals to offer their clients access to account information, market data and trading through the Internet, wireless and telephone.

About Fidelity Investments Institutional Brokerage Group

Fidelity Investments Institutional Brokerage Group provides clearing, custody and integrated brokerage services supporting the diverse needs of a wide array of financial institutions including Correspondent Broker/Dealers, Registered Investment Advisors, third party administrators, banks, brokerage firms and insurance companies. Fidelity’s products and services consist of equity and fixed- income securities trading, custody and money management systems, investment management products, asset allocation tools, securities execution and clearance and technology solutions. Fidelity also provides its clients with dedicated client services support and comprehensive marketing programs.

 

For more information or to have us answer any questions you may have, please call 1-800-559-2900, , or use this form to contact us

 

 

 

 

Atlantic Financial News

 

 

Atlantic Financial Inc

All articles are copyright the original publisher
Trading One Uncertainty for Another in Iraq – Bruce Fenton speaks with TheStreet.com

Reccomended ArticleRecommended Seven Questions to Ask Your Pension Plan Administrator – Business Journal Magazine

Reccomended ArticleRecommended

Diversification Helps Many Stay Ahead of Game – Bruce Fenton quoted by The Wall Street Journal

Bruce Fenton Wall Street Journal
Bruce Fenton speaks with NPR Radio about Environmentally Friendly Corporations Bruce Fenton - NPR Radio
Money Saving Strategies for Dating Singles – Dow Jones News Bruce Fenton - Dow Jones News
Bruce Fenton speaks with CBS MarketWatch about politics in the workplace Bruce Fenton - CBS Market Watch
Bruce Fenton speaks with the Los Angeles Times about the Economy and Outsourcing, August 2004 Bruce Fenton - Los Angeles Times
Reccomended ArticleRecommended

Bruce Fenton speaks with Money Management Executive Magazine about mutual funds and fiduciaries, August 2004

Bruce Fenton - Money Management Executive Magazine
Bruce Fenton speaks with StateNet Capitol Journal about Students and Credit. June 2005 Bruce Fenton - Capitol Journal
Bruce Fenton speaks to The Patriot Ledger about Investing, the Internet, and Out-Sourcing. September 2005 Bruce Fenton - The Patriot Ledger
Bruce Fenton speaks about the benefits and drawbacks municipal, corporate and government bonds with American Medical News July 2004 Bruce Fenton - American Medical News
Bruce Fenton Speaks about Politics in the Workplace with the Christian Science Monitor July 2004 Bruce Fenton - Christian Science Monitor
Bruce Fenton speaks with Registered Rep Magazine about serving small business clients, 2004 Bruce Fenton - Registered Rep Magazine
Bruce Fenton speaks with the Worcester Telegram and Gazette about EMC, August 2004 Bruce Fenton - Worcester Telegram and Gazette
Bruce Fenton quoted regarding benefits of financial advice by The Washington Post July 4, 2004 Bruce Fenton - The Washington Post
The National Law Journal interviews Bruce Fenton about Attorney Stockbrokers Bruce Fenton - The National Law Journal
IPOs:
Bruce Fenton speaks with PR Week Magazine about the market for IPOs
Bruce Fenton - PRWeek
Bruce Fenton quoted in Investor’s Business Daily regarding strategies for business owners Bruce Fenton - Investors Business Daily (IBD)
Dude, Where’s My Job? – Hi Magazine article about outsourcing
Reccomended ArticleRecommended

NASD – Registered Attorneys Discover Added Service and Increased Revenues – Massachusetts Lawyers Weekly

Bruce Fenton - TheStreet
Bruce Fenton on Bloomberg regarding Martha Stewart Bruce Fenton - Bloomberg News
Bruce Fenton featured in Fortune Small Business, FSB regarding retirement plans – Rich and Retired: Don’t count on your business. Come up with a plan now to fund your financial future. Bruce Fenton - Fortune Small Business
Help your Clients Comply with ERISA – Massachusetts Lawyers Journal

Dealing with Moonlighting Reps – Bruce Fenton speaks with Sales & Marketing Management Magazine Bruce Fenton - Sales & Marketing Management Magazine
Socially responsible funds grow in popularity – Bruce Fenton, president Atlantic Financial Inc. talks about Socially Responsible Investing. September 2005 Bruce Fenton - East Bay Business Times
Bruce Fenton says that companies should consider a pension plan – Air Conditioning, Heating & Refrigeration News

Bruce Fenton of Atlantic Financial weighs in on self directed retirement plans for Strategic Finance Magazine

Atlantic Financial and Bruce Fenton featured in Web Finance Magazine article

The Practicing Lawyer – Mass Law Journal

Take a Year End Health Check article by Bruce Fenton for Dynamic Business Magazine, Dec 2000

Article by Bruce Fenton Attracting and Retaining Quality Employees through a 401k Retirement Plan

Bruce Fenton quotes in Broward Daily Business Review regarding lawyers serving as investment advisors

Press release: Massachusetts Law Firm becomes Licensed to Sell Securities

Dewey Press Release:
Bowditch and Dewey, LLP Launches B&D Advisors To Provide Independent Financial and Investment Advice and To Manage Investments

comments on Enron and Janus for Investor’s Business Daily

Bruce Fenton The San Diego Union-Tribune Wealth commentary dot com millionaires

“The Wellesley Wonderkind” Article about Bruce Fenton in Research Magazine (pdf only)

Bruce Fenton speaks to Orange County Register about dot-com millionaires

Bruce Fenton and Atlantic Financial featured in Wall Street Journal Europe regarding Japanese expansion

Practical Welding Magazine: most for your money: 12 financial tips for welding professionals
article by Bruce Fenton

The Asian Wall Street Journal: Bruce Fenton and Atlantic Japan partnership

The Florida Times-Union regarding dot com millionaires
The Metro West Daily News : Bruce Fenton moves Atlantic Financial to Westboro

Op ed by Bruce Fenton The Drugging of America

Op ed by Bruce Fenton Then they came for the Secretary of the Treasury

Op ed by Bruce Fenton Review of Alan Dershowitz’s Why Terrorism Works

Op ed by Bruce Fenton Boston Herald:
Bruce Fenton’s Letter to the Editor about Howard Dean

Op ed / Observation by Bruce Fenton : Massachusetts Residents Named as Finalists in anti-Bush ad contest

Press release:
Bruce Fenton and Atlantic Financial 1997

Press Release: DTN and Atlantic Financial

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