Viking Financial
Regal Securities, Inc.
Member NASD/SIPC
950 Milwaukee Avenue, Suite 101, Glenview, IL 60025, 1-800-92-REGAL
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Download Forms

Download Auto Trading Forms
Auto Trading Forms

Account Opening Forms
Individual Brokerage Account Individual
Joint Accounts  Rights of Survivorship (JTWROS)
Tenants in Common
Corporate Accounts Corporate
Partnership
Limited Liability Corporation (LLC)
Affidavit of Sole Ownership
Trust, Custodian and Investment Clubs Trust
Custodian
Investment Club
For International or Resident Alien Accounts please include: W-8BEN
  W-8BEN Instructions
  Residence Alien Presence Test
Option Account Forms Option Application
  Option Trading in SDIRA
  Option Spread Trading in SDIRA
  Option Trading by Retired Persons
  Option Trading in Custodial Account


IRA Accounts
Traditional or Rollover IRA New Account Applications & Customer Agreement
IRA Simplifier
Roth IRA New Account Applications & Customer Agreement
Roth IRA Simplifier
Coverdell ESA New Account Applications & Customer Agreement
ESA IRA Simplifier
Simple IRA New Account Applications & Customer Agreement
Simple IRA Simplifier
Simple IRA Plan Adoption Agreement
Simple IRA Plan Basic Plan Document
Simple IRA Plan Eligibility Form
Simple IRA Plan Salary Reduction Agreement
Simple IRA Plan Participation Notice & Summary Description
SEP IRA New Account Applications & Customer Agreement
SEP Adoption Agreement
SEP Plan Document
SEP Summary for Employees
SEP Eligibility Form
IRA Simplifier
Money Purchase Plan New Account Applications & Customer Agreement
Qualified Plan Basic Plan Document
Basic Plan Description for Employees
Money Purchase Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary
Profit Sharing Plan New Account Applications & Customer Agreement
Qualified Plan Basic Plan Document
Basic Plan Description for Employees
Profit Sharing Standized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary
Solo 401(k) New Account Applications & Customer Agreement
401k Plan Description
Basic Plan Description for Employees
Super Simplified 401k Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary
IRA Deposits IRA Deposit Slip
IRA Distributions IRA Distribution Form
Option Risk Letters Option Trading in a SDIRA
Option Spread Trading in a SDIRA
Option Trading by Retired Persons
Beneficiary Change Change of Beneficiary Form

Cash Management Forms 
Priority Account Priority Account Application (Legal Paper)
Priority Plus Account Priority Plus + Spectrum Connect Account Application (Legal Paper)
Additional Applications Automatic Investment Authorization (Legal Paper)
Automatic Withdrawal Authorization (Legal Paper)
Direct Deposit Authorization

A Regal account number will be assigned upon receipt of your completed account application and necessary paperwork. Upon approval, your account number and information will arrive via US mail.

 
Open an Account
Download Forms
Auto Trading
Wire Instructions

Mailing Address:
Regal Securities
Attn: New Accounts
P.O. Box 9503
Fort Myers, FL 33906-9503

Overnight Address:
Regal Securities
Attn: New Accounts
1400 Colonial Blvd.,
Suite 14
Fort Myers, FL 33907

Phone:
1-800-92-REGAL

Fax:
1-800-349-9552

 
 

Copyright © 1997-2005 Regal Securities, Inc. Member NASD/SIPC

Viking Securities is a division of Viking Financial, LLC
Viking Financial LLC is not affiliated with Regal Securities, Inc.
Securities offered through Regal Securities, Inc., member NASD/SIPC

The information on this web site is for discussion and information purposes only. All securities are offered by Regal Securities, member NASD/SIPC. All accounts are accepted at the discretion of Regal Securities Inc. Regal accepts customer orders only on an unsolicited basis, and does not make any recommendations regarding any security or securities product with the possible exception of orders executed by our full service bond desk. Nothing contained herein should be considered as an offer to buy or sell any security or securities product. System response and account access times may vary due to market conditions, system performance, and other factors.
 

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