Account Registrations

Puplava Securities, Inc. is able to accommodate a wide variety of account registrations. Depending upon the type of account you need, you can be assured that our operations team can assist you in the proper setup or transfer of your account. Account registrations include, but are not limited to the following:

Personal Accounts

  • Community Property
  • Conservator
  • Custodial - UGMA
  • Custodial - UTMA
  • Executor
  • Individual
  • Individual Transfer on Death
  • Guardian
  • Joint Tenants with Rights of Survivorship
  • Joint Transfer on Death
  • Tenants in Common
  • Trust Under Agreement*
  • Trust Under Will*

Entity Accounts

  • Association
  • Bank
  • Church
  • Committee
  • Corporation
  • Foundation
  • Investment Club
  • Limited Liability Corporation
  • Non-Profit Partnership
  • Sole Proprietorship
  • Unincorporated Association

Retirement Accounts

  • 401(k)**
  • 403(b)**
  • Defined Benefit Plan**
  • IRA - Beneficiary Distribution
  • IRA Rollover
  • IRA Roth
  • IRA SEP
  • IRA SIMPLE
  • IRA Traditional
  • Money Purchase Plan**
  • Profit Sharing Plan**
  • Self-Directed

*Trustee services—Administrative Trustee Services (trustee, co-trustee, successor trustee), Agent for Trustee Services, Reporting Services—are available to PFS Group's clients through Fidelity Personal Trust Company, FSB (Fidelity Personal Trust Company, FSB, is a federal savings bank and a Fidelity Investments Company); modifications to Trust documents may be required. Additional fees apply.
**Only available if Plan Sponsor and Plan Administrator are willing to work with PFS Group; modifications to Plan documents may be required.


INVEST WITH US

If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


Three companies sharing the same vision
At PFS Group, we are committed to helping you build, maintain, and preserve your wealth