To link your current account to Gar Wood Securities:

Please login to Account Management: Account Management

  1. Click Manage Account > Add or Link Accounts > Advisor/Broker Account Setup 

Add or Configure accounts screenshot

Now you will be on Move, Link or Partition an Account page.

  1. Select from the following options by clicking the appropriate radio button:
  • Move my entire account to an account managed by the Advisor/Broker identified below.
  • Create a new linked account that will be managed by the Advisor/Broker identified below.
  • Divide my account into two partitions, one of which will be managed by the Advisor/Broker identifed below.
  1. Type the Account ID and Account Title of the Gar Wood Securities account provided by your Registered Rep in the fields provided.
  2. Click Continue.
  3. Enter the account ID and title of Gar Wood Securities account to which you want to link in the fields provided. For example, account ID I123456 and account title Applicant XYZ. If you already selected Gar Wood Securities in the Investors’ Marketplace, these fields will already be filled in. Please verify the account ID with your Registered Rep before proceeding.
  4. Click Continue.
  5. Sign each of the two required agreements and click Continue after signing each one.

You will be emailed a confirmation number. Enter that number on the Confirmation Number page, then click >Continue.

  1. An email will be sent to Gar Wood Securities to inform them of your request.

To access this page from Investors’ Marketplace:

You can use Investors’ Marketplace to identify the Advisor or Broker, and then can access the Move, Link or Partition an Account page from the Marketplace.

  1. Use the Broker Marketplace to search for and Gar Wood Securities.
  2. Click the Link button in the Gar Wood Securities page. The Broker Account Setup page opens.

  1. Click the radio button that corresponds to your choice. Read the descriptions carefully to understand the difference between the options.
  2. Enter the account ID and title of Gar Wood Securities provided by your Registered Rep account to which you want to link in the fields provided. For example, account ID I123456 and account title Applicant XYZ. If you already selected Gar Wood Securities in the Investors’ Marketplace, these fields will already be filled in. Please verify the Gar Wood ID number with your Registered Rep.
  3. Click Continue.
  4. Sign each of the two required agreements and click Continue after signing each one.
  5. You will be emailed a confirmation number. Enter that number on the Confirmation Number page, then click Continue.

  1. An email will be sent to Gar Wood Securities to inform them of your request.