

CUSTOMER ID DISCLOSURE
As part of our due diligence, Western International is required to verify an investor’s identity when opening an account.
This includes collecting proof of identity including driver’s license or passport identification. In connection with client identification requirements, we will collect certain information about investors.
We may require additional information about the investor for purposes of complying with Federal Law. In addition, we collect information regarding corporate entities, including information of beneficial owners, incorporation documents or equivalent documents.

COMMUNITY WIS GIVES BACK
A grounding component at WIS is for our people and capital to give back to the environment and to communities where we work and live. Socially responsible investing...
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INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
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INSURANCE Quick Links
CPS Insurance Services
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INSURANCE Quick Links
Highland Capital Brokerage
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INSURANCE Quick Links
Producer's Choice Network
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INSURANCE Quick Links
TruChoice Financial Group |
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ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
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BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
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FIDELITY clearing & custody solutions QuickLinks
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Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
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CONTACT INFO
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Direct Business Processing |
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FORMS & MANUALS
Direct Business Processing |
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Trading |
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COMPLIANCE |
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COMPLIANCE |
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Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
WIS: |
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QUICK LINKS
IT Quick Reference Guide |
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QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |