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SECURITIES AMERICA, INC. (SAI) BANK DEPOSIT SWEEP PROGRAM (BDS PSM) DISCLOSURE DOCUMENT SAI 374-598 (04/2012) SECURITIES AMERICA, INC. (SAI) BANK DEPOSIT SWEEP PROGRAM (BDS PSM) SUMMARY This Summary

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1. Start by gathering all the necessary documents and information. This may include personal identification details, financial statements, tax returns, and any other relevant paperwork.
2. Visit the Securities America Inc website or contact their customer service to obtain the required forms. These forms could include applications for opening an account, disclosure documents, and agreements.
3. Carefully read through all the instructions, terms, and conditions provided with the forms. Ensure you understand them fully before proceeding to fill them out.
4. Begin by providing your personal information accurately and honestly. This may include your name, address, contact details, social security number, and employment information.
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6. Fill out the financial information section, which may include details about your income, assets, liabilities, and investment goals. It's important to be as thorough and accurate as possible.
7. Review the terms of the agreements carefully, such as the customer agreement, account agreements, and any other documents provided. Make sure you understand and agree to all the terms and conditions before signing.
8. Sign and date all the necessary documents where indicated. Ensure your signature matches the signature on your identification documents.
9. If required, include any additional documents or attachments that may be necessary to complete the application process, such as proof of identity, bank statements, or investment statements.
10. Once you have filled out all the forms and attached any required documents, double-check everything for accuracy and completeness. Make copies of all the documents for your records.

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