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If you would like to download New Account documentation, please click on the appropriate form below to view and print the documents. If you do not have Adobe Acrobat, please click and download before attempting to view these documents.
Important Information About Procedures for Opening a New Account. To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We also request a copy of your driver's license or passport.
Once the forms have been completed, please return by mail, not fax, together with a copy of your passport or driver's license to the following address. Please be advised, that if you fail to supply a copy of your passport or driver's license, we will not be able to open your account until we receive it.
Needham & Company, LLC
Attn: Corporate Services Department
445 Park Avenue
New York, NY 10022
Tel: 800-643-3119
Fax: 212-705-0412 | 
