Becoming a Municipal Bond Client
Becoming a Hennion & Walsh client is pleasantly fast and easy. As our first act of service, we want to make the account opening process as easy and stress-free for you as possible. That’s why we personally assist each individual investor to complete the steps to become a Hennion & Walsh client:
1) A 10-minute phone call
The account opening process starts with you speaking to one of our representatives over the phone. Unlike other firms who might drive you to an online form to fill out by yourself, our representatives will ask you all the questions that need to be asked in order to fill out the paperwork to open your account. Then, our representative, not you, will fill out all the required paperwork.
2) Sign and return account opening documents
Usually, your account is opened the same day, and we mail you a Welcome Package that includes the paperwork for you to review and sign. Once you have reviewed the documents and are satisfied, you simply sign and return the account paperwork in the postage-paid return envelope that we included in your Welcome Package.
3) Take advantage of all that Hennion & Walsh has to offer
Once your account is open and active, you are free to enjoy all the advantages that Hennion & Walsh has to offer. You can be active by reaching out to us to have us find specific securities or types of securities you are interested in, or you can wait for us to call you with some of the best yield opportunities we see in the market. Or, you can explore some of the other services we provide to our clients.
We are looking forward to serving you and help you reach your investment goals. To become a client today, simply call us at (800) 836-8240 and speak to one of our advisors.