Invest and trade with Planner Securities
Conduct Fixed Income trading with Planner Securities
Notice to Customers - Opening A New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.
We provide the tools with our platform so you can organize yourself for a more comfortable view and easily get to your investments