Transfer assets from brokerage firm

1. Complete an account transfer form along with a copy of your most recent account statement from the previous firm.
2. Fax to 408-996-1116 or email to info@infi.biz

Rollover assets from old 401k

1. Obtain the distribution form from your old 401k plan company, and then return the completed form to them.
2. Complete the Rollover IRA application Form and fax to 408-996-1116 or email to info@infi.biz

ACH

The Automatic Clearing House feature allows you to make regular monthly or one time transfers between your bank account and your Integral Financial LLC account. Please note that you cannot make monthly withdrawals and deposits at the same time for an account. Please be sure to sign and date the ACH form before mailing it in. Initial funds are typically available within 10 business days after receipt of the form. After an ACH has been setup, funds are typically available for transactions within 1 business day.

WIRE TRANSFER

Please use the information below to wire funds from your bank account to your Integral Financial LLC account. Funds are immediately available for trading after receipt of the wire. Integral Financial LLC does not charge for wiring funds into your Integral Financial LLC account; but your bank may. Please consult with your bank about their fee schedule.

For tracking purposes, please obtain a receipt and a "Fed Reference Number" from your bank after you submit your instructions. Always know the exact amount you have transferred. Be sure to review your account on-line, or check with us, to confirm receipt.

JPMorgan Chase Bank, N.A
601 Travis St., 18th Floor, TX2-C095
Houston, TX 77002

Attn: Transfer of Accounts

ABA #: 021000021
FAO: Southwest Securities, Inc.
Account #: 08805076955
FFC: (Your Account Name & Your 9-digit Account Number)

International Wire Instructions to Southwest Securities
Use the same above instruction and add the
SWIFT Address: CHASUS33TEX

CHECK DEPOSIT

All checks must be payable in U.S. funds and drawn from a U.S. bank. Make all checks payable to Southwest Securities, Inc. and make sure to include your account number on the check. Deposits made by personal or company check will be available for trading after 5 business days. They are not available for withdrawal for at least 10 business days. Acceptable check deposits include: Company or personal checks drawn by account owner.

CASHIERS CHECK

Make all checks payable to Southwest Securities Inc. All funds must be payable in U.S. dollars and drawn from a U.S. bank. Funds are available for trading upon receipt. However, they are not available for withdrawal for at least 10 business days.

DIRECT DEPOSIT

Have your paycheck automatically deposited to your Integral Financial LLC account on payday.
Click here for direct deposit form.