Account Support

FAQs

How do I request online access?

Please email us at the following address emonroe@centerpointadvisors.net with your request for online access and a user ID and password will be issued and emailed to you for the viewing of your investment account information.

If I would like to make a deposit to my investment account, to whom would I make the check payable?

Please make all checks payable to “National Financial Services” or “NFS” and indicate the account name and number in the memo section of the check.

Please mail directly to us at
Centerpoint Advisors, LLC
One Gateway Center, Suite 607
Newton, MA 02458

If I would like to wire funds into my account what bank delivery instructions should be used?

JP Morgan Chase
55 Water Street
New York, NY
ABA# 021000021
For Credit To:
National Financial Services LLC
A/C#: 066196-221
Account Name: _____________
Account No: _____________

How do I make checks payable to a 529 College Fund Plan?

All 529 plan contribution checks should be made payable to “CollegeBound Fund” and mailed to us at
Centerpoint Advisors, LLC
One Gateway Center, Suite 607
Newton, MA 02458

How are my assets protected?

National Securities is a member of the Securities Investor Protection Corporation, and securities in accounts carried by National Financial Services LLC ("NFS"), a Fidelity Investments® company are protected by the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000).

NFS has arranged for additional unlimited protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the coverage provided by SIPC. Neither SIPC nor the additional coverage protects against loss of market value of the securities.

National Securities is a member of the Securities Investor Protection Corporation, and securities in accounts carried by Penson Financial are protected by the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). Neither SIPC nor the additional coverage protects against loss of market value of the securities.

© 2006-2008 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance

Securities offered through National Securities Corporation, member FINRA/SIPC. Investment Advisory Services offered through National Asset Management, Inc.
Registered Investment Advisor and affiliate of National Securities Corporation. All accounts carried by National Financial Services, LLC, member NYSE/SIPC.