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Become a Client
The process of becoming a client of J.S. Investments begins with establishing a relationship
with our broker-dealer affiliation Quest Capital Strategies. The link below redirects you to their account application form.
This form is completed with your representative once your decision has been made. Please review this form to familiarize
yourself with the information needed to begin.
Quest Capital Account Form
During the application process we will determine, based on your needs, the
investment method most suitable. Are you a mutual fund investor preferring to deal directly with the fund(s)
selected or would you enjoy the flexibility of having a brokerage account. Allowing you to hold different types
of investments (stocks, bonds, and mutual funds) within the same account.
Although we have the ability
to facilitate transactions with most fund families we are using the the Franklin Templeton Fund family to demonstrate
how a "Mutual Fund Only" investor could interact with a selected fund family. Please refer to the link below.
As mentioned on the "About Quest Capital" page our clearing firm for brokerage account operations is
Penson Financial Services, Inc., a member of the New York Stock Exchange, and custodian for monies and securities held in
a brokerage account. Please refer to the "Brokerage" link below for a more detailed explanation of the services
available.
For The Franklin Templeton Mutual Fund Only Investors
this link will provide a reasonable overview of the services available from most fund families to include how one's
account could be accessed.
For Brokerage Account Investors
this link will provide a reasonable overview of the services available from Penson Financial to include how one's
account may be accessed.
Depending on the method chosen, additional paperwork will be necessary to establish your
account with a service provider. Your representative will facilitate this process according to your instructions.
Return to the "Forms and Literature" link on the Franklin Templeton website to review information required on most
mutual fund applications. A standard brokerage account application may be reviewed below.
Penson
Financial Services, Inc.
Brokerage Account Application
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