Open an Account
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Brokerage: Open an Account

Brokerage Account (Individual/Joint/Custodial)
1.  Open an Account

Please fill out the Online Account Application. If you prefer, you may download the account application or call us toll-free at 1-800-673-6476 to request that account forms be sent to you by U.S. Mail.

2.  Agree

Please read and understand the Customer Agreement and Offering Participation Agreement.

3.  Deposit

Please send the application, with a minimum deposit of US $2,000 by check to the address below.


Individual Retirement Account (IRA)

Please fill out the IRA Application to get started.


Account Transfer

To transfer an account, complete the Account Transfer Form and send us a copy of your most recent statement. We'll take care of the rest.

For additional information on transferring accounts please refer to Understanding the Brokerage Account Transfer Process.


Trust or Corporate Accounts

To open a trust or corporate account, please call our customer service center toll free
at 1-800-673-6476.


For a complete list of brokerage account forms, please refer to our Additional Forms section.


For more information, please see our Frequently Asked Questions section. If your questions are not answered there, please call us toll free at 1-800-673-6476. WR Hambrecht + Co representatives are available Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern Time.


Please send all deposits to:
WR Hambrecht + Co, LLC
P.O. Box 677
Berwyn, PA 19312-0677
1-610-725-1150

For overnight deliveries, send to:
WR Hambrecht + Co, LLC
555 Lancaster Avenue, Suite 200
Berwyn, PA 19312