Empowering you with a high quality, cost effective means for managing your investments online. Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News and Research. Information at your fingertips, making it simple and convenient for you.

 

Benefits:

• Access all your brokerage accounts with one convenient sign-in.

• Check account activity, balance and market value, 24 hours a day. No need to wait for your statement.

• Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News and Research.

• Make informed investment decisions on a timely basis.

• Check the status of orders.

• Review up to 2 years of account history.

• Create and track 4 model portfolios with up to 20 positions in each.

• Look-up symbols and access quotes.

 

Activate My Account:

Offered through UVEST Financial Services. If you already have a brokerage account with Strategic Investment Group and would like to view your account(s) online, please download and print a copy of the Activation Form. We need your original signature and requested information to comply with various regulations.

Full Service Online Brokerage: Activation Form Return By Mail Strategic Investment Group PO Box 1517 Albemarle, NC. 28001 Return By Hand Strategic Investment Group 132 North First Street Albemarle, NC. 28001

Complete the requested information, sign and initial where indicated and return the original document to us using one of the methods listed below. Once we receive your application(s), we will process your account and send you a welcome letter, via e-mail, that includes your new brokerage account number and ID. To access your account online, simply click the "Sign In" link located at top of this page or the appropriate "Quick Link" located to the top-left of every page.

If you are unable to view the above form please download and install Adobe Acrobat Reader, the plug in for your computer which enables you to view this type of document.

 

New To Brokerage:

If you don't currently have a Full Service Brokerage account with Strategic Investment Group, we welcome the opportunity to discuss your investment goals. Please contact us for more details.

 

Full Service Online Brokerage - Commission Schedule:

Principal Value (Shares) Commission $0 - 300 10.00% of Principal Value $301 - 800 $8 + 2.55% of Principal Value $801 - 2,500 $16 + 1.60% of Principal Value $2,501 - 20,000 $28.50 + 1.17% of Principal Value $20,001 - 30,000 $110 + 0.79% of Principal Value $30,001 - 300,000 $190 + 0.532% of Principal Value 300,000 & over $1145 + 0.212% of Principal Value

In addition to the above, the following lot charges will apply 101 - 1,000 $7.50 per 100 share lot 1,001 & over $70.00 + $5.30 per 100 share lot 1 Lot = 100 shares (No lot charges on 100 shares or less) Odd Lots or a combination of Round Lots and Odd Lots which do not exceed $0.98 per share maximum, charge is calculated according to the above chart with lot charges pro rated.

Stock, Rights and Warrants Selling For Less Than $1.00 Principal Value (Shares) Commission $0 - 1,000 10.00% of Principal Value $1,001 - 10,000 $44 + 6.50% of Principal Value $10,001 & over $175 + 5.30% of Principal Value Commission on all orders over $300.00 will be calculated using the above formulas. After figuration, the commission will be increased by 7% and then an additional 5% on that amount. Maximum commission charge = $0.98 per share Minimum commission is $45