New Account Documents

Open a Continental Account

When you open a Continental account you will have everything you need to manage your accounts at your fingertips through My Account

Continental has a full range of account types ranging from a standard discount broker trading account to the newest 529 educational accounts. We don't stop there, we also offer "Vision Checking" and the use of "Visa Cards" that allows you to access your funds 24 hrs. A day through thousands of ATM machines throughout the world.

Continental also offers a variety of insurance products including Variable Annuities and Fixed Rate Annuities. Through our network of affiliates we can offer virtually any type of financial and insurance product.

New Account Application

We have now made it possible for you to print a Continental New Account form from the link above.  

Complete the form, making sure that you fill out all the information on the form, if the form is not complete a new account cannot be opened, also be sure to complete all the information required for a margin if you desire that type of account. Print the forms and sign the appropriate signature lines. We require the original signed document be mailed to our office at Continental Investors Services, Inc., P.O. Box 888, Longview, WA 98632.  Please complete the form and call our toll free number at 1-800-525-0181 to complete the opening of your new account with us. 

Online Account

You can view your account online at My Account To take advantage of this free service just click on the "Account Access Forms" below and print out the three forms. The Account Access Form and the Access Agreement are required, the third form e-mail or fax confirmations is not required, and however we recommend this service for fast receipt of your trade confirmations. When you have completed the forms just mail them to our home office at Continental Investors Services, Inc. P.O. Box 888, Longview, WA or fax to 1-360-423-6311.










Continental offers a variety of Vision accounts:






Securities Account with Check and Visa Card

Individual Retirement Account Rollovers

SIMPLE Plans for Small Employers





These are just a few of the plans offered through Continental.  Continental account holders wishing to convert their current securities account to a Vision account can do so by simply clicking on the vision button below, complete the Vision Account form, print the form and send it to your Registered Representative.





Opening an individual retirement account with Continental Investors should be discussed with your personal registered representative. After choosing the appropriate type of IRA account and completing the forms, your representative will answer any questions that you may have. See link below for a sample of our IRA form. 





Individual Retirement Account Application 










Continental Investors Services, Inc. will make every effort in keeping your private information safe and secure. Click below for a copy of our Privacy Statement.





Privacy Statement





Disclosure of Order Routing Procedures-Should you have any questions concerning the availability of information regarding our order routing practices, please contact us at 1-800-525-0181. 





Margin Accounts





Please use link below to view our Guidance on Margin Statement





Guidance on Margin





Business Continuity Plan





Continental Investors has prepared a Business Continuity Plan to insure that our business and your access to your investments will be safeguarded in case of a disruption due to natural or unnatural causes.  The events of September 11, 2001 emphasized the importance of the capital markets to our economy.  As a result, we have been working to improve our responses to various situations that have the potential to impact our ability to serve you.  Continental Investors Services, Inc. is an introducing firm which clears all of its trades through Hilltop Securities, Inc. located in Dallas, Texas.  If you cannot reach us at 1-800-525-0181 during regular business hours, 6:30 a.m.-4:00 p.m. PDT, Monday-Friday holidays not included) we may be experiencing a significant business disruption, at which time you can contact our clearing firm Hilltop Securities, Inc. at 1-213-859-1800 or  you may call the Hilltop Securities hotline No. at 1-866-797-5227 for any assistance you may need. 










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