AtlanticFinancial.com | 1-800-559-2900

home      log in      site map      contact

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.

How to Open a New Account

  1. Choose your application from the list of Applications below.

  2. Download your application.

  3. Print your Application and fill it out. Be sure to sign your Application.

  4. Fax or mail your Application to us, please include a copy of your Photo ID.

    FAX:         781-982-4912
    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

Brokerage Account   Brokerage Account
Application

IRA Account
(Roth, Traditional, Rollover, or SEP)

 Info IRA Account
Application
Account Transfer Info Account Transfer
Form
Fidelity Advisor 529 Info Fidelity Advisor 529
Application
401K Plan Contact Atlantic Financial
Information Regarding Fee-Based Accounts   ADV

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.

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.

Contact Atlantic Financial

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:

 

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.

Individual Services

Institutional Services

Company

 

financial planning

Copyright © 1994-2008 Atlantic Financial, Inc.

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2008 Atlantic Financial Inc (Privacy Policy)
 
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.