Account Service

At PCITrade, we offer high quality service to help our customers to efficiently manage their different types of accounts such as set up and administer his/her retirement plan, exercise his/her employee stock options, make estate distributions, automatically re-invest the dividends, and so much more. Just call us call us at (510) 870-0593, or e-mail us via customerservice@pcitrade.com

Free-Checking

The Scott Reserve Fund gives our customers the ability to combine checking, investments and credit to give our customers the earning power they need and provide the convenience and control they want. Free Check writing will be provided for the first time application. Please see Commission and Fees for detail.

ACH

A fast and easy way to move funds between customers' brokerage and bank accounts at zero cost for our customers. Please see ACH Fund Transfer for detail.

Money In and Out

• Money Inflow: Please see the instruction by clicking on Funding
• Money Outflow:
  • Check Book Writing for Account Withdraw: If you have a check book writing with you, you can withdraw funds which is available in your PCITrade securities account. If you don't have a check book writing and you would like to apply one, please go to Contact Us during our business hour
  • Withdraw by Requesting a Check:
    1. Complete a Check Request Form
    2. Fax it to PCITrade at (510) 857-0113
       (The check will be delivered to you at your PCITrade account address within 3 to 5 business days.)
  • Withdraw by Request a Wire-Out:
    1. Fill out a Wire Request Form
    2. Fax it to PCITrade at (510) 857-0113
       ( The funds will be wired to your account on the same day if our office receives the request before 10:00 am Monday to Friday -PST.)

Customer Asset Protection

Information on ways our customer's account is protected. See Asset Protection for detail.

Forms and Support

Printable versions of various forms that are required for certain types of accounts and transactions. See Forms and Support for detail

Free Dividend Reinvestment

Have your stock dividends reinvested into additional shares without any cost.

Others

See fees associated our services, please see Commission and Fees

Last Update: 06/29/2006