Become a Client

It’s easy to become a client.

In just 10 minutes, you can open a Puritan Brokerage account – simply follow the steps below, starting by completing our secure online application, which reduces the complexity of opening an account.

Step 1: Complete an application

Download Application

Step 2: Print completed application(s) and sign.

Step 3: Mail original application and copy(s) of valid photo identification* to:

Puritan Brokerage Services, Inc.
16801 Addison Road, Ste 430
Addison, TX 75001

* By law, we must obtain physical evidence of your identification. Acceptable forms are: a valid driver’s license, passport, government identification, or alien registration card. If not applicable, include any two of the following: Social Security Card, Medicare/Medicaid Card, Insurance Card, Utility Bill, Property Tax Bill, or Voter Registration Card.

Step 4: You will be notified (by phone, fax or email) once your account has been approved, opened and activated.

Step 5: Fund your new account (Click here to learn more about funding).

Step 6: Once your account is funded, you will be issued a temporary User Name and Password. Your account can be accessed via the “View My Account” link on this website.