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Open an Account

How do I open an account?
Here are 4 easy ways to open an account:

Download our New Account Forms, Print, and Fax or US Mail to the address listed below.

Print, Complete, Sign and Mail or Fax to:
Values Based Investor
PO Box 9503
Fort Myers, FL 33906-9503

New Accounts Department Fax: 1-800-349-9552

Email Values Based Investor with your request for required documents sent via US Mail.

In order to process your application, we will accept a faxed signature and you may mail your original application. Once you have received your LOGON and PASSWORD, you may proceed with your real time trading electronically or through one of our experienced brokers.

How do I trade?
Upon receipt and approval of your account, you can trade electronically through our website . To place a broker-assist trace call our toll free number 1-800-92-REGAL. A licensed broker is ready to assist you in taking your order or providing you with information pertaining to your balances, positions or executions. As long as your account has sufficient buying power, your order will be placed and, in many cases, immediately confirmed.

Account Statements
All accounts in which activity has taken place during the preceding month will receive an account statement. Accounts that maintain a balance or position without activity will receive quarterly statements.