4695 MacArthur Drive, Suite 1100
You can either email or call our office to request online access. To email us your request, please send a message to email@example.com. Or call us at (949) 798-5797.
Once you have your login and password, please log in here:
Please visit our client login page to see available account login options.
Please make all checks payable to your account custodian and indicate your account name and number in the memo section of the check. For example, if your brokerage account is with National Securities, make the check payable to “NFS.” Contact your financial advisor for specific custodians.
Please either deliver the check to our office or you can mail it to us at either address:
South Coast Wealth Management4695 MacArthur Drive, Suite 1100Newport Beach, CA 92660
National Securities CorpAttn: Cashiering / Operations410 Park Ave, 14th FloorNew York, NY 10022
JP Morgan Chase55 Water StreetNew York, NYABA# 021000021
Further Credit To:
National Financial Services LLC A/C#: 066196-221
Account Name: *insert your account name here*
Account Number: *insert your account number here*
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).
In addition to SIPC protection, National Financial Services LLC provides for brokerage accounts additional “excess of SIPC” coverage from Lloyd’s of London, together with other insurers(1).
The “excess of SIPC” coverage would only be used when SIPC coverage is exhausted. Like SIPC protection, “excess of SIPC” protection does not cover investment losses in customer accounts due to market fluctuation. It also does not cover other claims for losses incurred while broker-dealers remain in business. Neither SIPC nor the additional coverage protects against loss of market value of the securities. Total aggregate “excess of SIPC” coverage available through National Financial Services LLC’s “excess of SIPC” policy is $1 billion. Within National Financial Services LLC’s “excess of SIPC” coverage, there is no per account dollar limit on coverage of securities, but there is a per account limit of $1.9 million on coverage of cash. This is the maximum “excess of SIPC” protection currently available in the brokerage industry.
Lloyd’s of London currently has an A (Excellent) rating with “Stable Outlook” from ratings firm A.M. Best and an A+ (Strong) rating with “Stable Outlook” from Fitch Ratings and Standard & Poor’s.(2)
(1)-Fidelity’s “excess of SIPC” insurance is provided by Lloyd’s of London, together with Axis Specialty Europe Ltd. and Munich Reinsurance Co.
Neither SIPC nor the additional coverage protects against loss of market value of the securities.
Securities offered through National Securities Corporation, Member FINRA, SIPC.
Investment Advisory Services offered through National Asset Management, Inc.., a Registered Investment Adviser and affiliate of National Securities Corporation. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.
National Securities, National Asset Management, and South Coast Wealth Management are not affiliated entities.
The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.