Zions Direct - My Info


	My Account

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Name

James Smith

Type of Account

Individual

Personal Details

Account Owner & Mailing Address:

123 Main Street
Anytown USA 12345

Account Details

Margin Account: Yes

Option Account: No

Option Level: Long

Payout Details

Proceeds: Hold

Dividend/Interest: Hold

Transfer: Credit A/c

Account Paperwork

Event
Date

Open
03/15/2002

Adoption Agreement Receive Date
Not Received

All data shown above is for demonstration purposes only

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Securities products and services offered by Zions Direct, Member FINRA/SIPC, a non-bank subsidiary of Zions Bank.