Your Full Service Account - A Quick Overview
Thank you for choosing Cales Investments as your Full Service Broker. The Full Service Option allows you to take advantage of our website together with the traditional Brokerage Services offered through your personal Account Executive.
You have opened your account either online or by mailing us the required forms. The account is being carried in your name, in the name of an entity controlled by you, or for which you are the authorized representative. You are the only person authorized to initiate transactions for this account. Your broker is authorized to act upon your verbal or written instructions only.
Transactions in your account can only be authorized by yourself. However, if you have signed a Power of Attorney in favor of a third person, this person will be authorized to initiate transactions in your account.
By choosing the Full Service Option, you have the dual advantage of having access to all of this website's internet resources plus you can utilize all the traditional functions of a brokerage firm. You can transfer certificates, money balances, IRA and conduct a variety of other financial transactions in your account. You can discuss your ideas with your Account Executive and utilize his/her knowledge of the markets. He/she will give you advice if you wish, monitor your positions and alert you to recent developments that might deserve your attention.
These services come at a slightly higher price per transaction. However, you will be in good hands with any of our investment professionals. They provide the expertise you need to make sound decisions for the future.