Accessing Your Brokerage Accounts
The ability to view your brokerage account and to effect online transactions at your convenience is available to clients who have registered for online account access. With this service you can receive market data and detailed information about your securities account, including your positions, balances, activity and more. Just click on the appropriate link below to get started.
I am an existing client and have already registered for online account access.
If in the past you viewed your account only, but now would like to register to place trades online, please contact your Financial Consultant. Also, because it is updated from time to time, please review the Infinex Investments, Inc. Internet Agreement and Activation Form (“Agreement”).
Register for Access
I am an Investment Services client, but have not registered for online account access.
To register please review the Southern Investment Services Internet Agreement, complete the Internet Agreement & Activation Form, and forward it to the address at the bottom of the form. You may also contact your Infinex Investments Financial Consultant for assistance, if needed. In either case, once your account has been activated, important information you will need to log in to your account will be forwarded to you.
Securities, investment advisory services, and insurance products are offered through Infinex Investments, Inc., member FINRA SIPC and an SEC-registered investment advisor Infinex and Southern Investment Services are independent entities.
Investments in Securities, Annuities, and Insurance: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through Infinex’s U.S. registered representatives. Infinex Investments, Inc. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.