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