As a Registered Representative of WIS, you need to focus your time on revenue generating activities such as client and asset acquisition.
WIS understands this unique business challenge. In this section of Manuals we have provided the documentation necessary to help you grow and maintain your business.
The manuals found in this section are the most current. Should you keep documents on your desktop, we recommend you review the manuals on a consistent basis to ensure those you have are the most recent.
Fidelity Clearing & Custody Solutions, Pershing and Wedbush Securities documentation may be found on their respective sites. Please contact WIS should you have any questions regarding the documentation or manuals.
We do our best to ensure that the documents found in this section are the most current. Should you decide to keep any of these documents on your desktop, we recommend you review the forms on a consistent basis to confirm those you have are the most recent.