How to Get Started Trading Securities

Whether you are just establishing your new account with Jaypee, or would like to find out how you can make additional investments or if you are curious about what types of service options are available to you on your account, this page should help educate you on the different forms and applications at Jaypee.

Step 1: Discuss your financial goals with your financial advisor to determine which investments and type of account you are best suited for. Your financial professional will help you to arrange a well-diversified portfolio of investments designed to meet your goals.

Step 2: Complete the appropriate account application to open your Jaypee account. Click here to link to our forms and applications. If you do not see the form or application you need, please contact us at 1-866-699-6151.

Step 3: Review your application with your financial professional, and send your application to us. Once we establish your account, we will send you a welcome letter and a confirmation statement detailing your account number and confirming your investments with us.