Checks or Cashier's Checks:

To activate your new account and begin trading, BestVest does not require a minimum initial deposit for purchases. Fully paid stock must be deposited prior to sale. Upon receiving your completed application and forms, we will establish an account number for you. If you are depositing a check into your account and making a request for funds from your account shortly thereafter, you must wait 10 business days from the date that we deposited your check before those funds will be available to you. Cashier's checks and wire transfers are generally considered to be cleared funds upon deposit.

Checks and cashier's checks should be made payable to Mesirow Financial (Mesirow Financial does not accept any money orders) and sent to:

BestVest Investments, Ltd.
Attn: Operations
Veterans Square
208 W Front Street
Media PA 19063

Please indicate your account number on the face of the check. If the deposit is for a new account and no account number has been assigned yet, indicate "For New Account".

BestVest does not accept third-party checks for deposit. (Third-party checks are checks payable to any party other than FSI and then endorsed to FSI).

Wire Transfers:

Wire transfers typically show on deposit in your account the day following receipt by our bank. Wire transfers are typically considered as "cleared" funds upon receipt. If you are wiring funds to a new account, you must first contact our new accounts department and make the necessary arrangements, including getting an account number established.

To wire funds into your BestVest Investments, Ltd. account, have the sending financial institution address the wire:

PNC Bank
1600 Market Street, 19th Floor, Philadelphia, PA 19130
ABA # 031000053
F/A/O Mesirow Financial
A/C # 8511064651
For further credit to (Customer Name and BestVest Account Number)

Transferring an account from another brokerage firm:

You can transfer your entire account from another brokerage firm to BestVest Investments, Ltd. simply by having an existing BestVest Investments, Ltd. brokerage account and then filling out an Account Transfer Form, known as an ACAT form, and sending it to BestVest Investments, Ltd.. Please encose a copy of a recent account statement from your other broker so we can verify the information necessary for processing. We will contact the transferring brokerage firm and make all the necessary arrangements. This form will transfer all securities, cash, mutual funds, and any margin debit balance existing at your other broker. Remember that all parties to the account must sign the form.

When you make a broker-to-broker transfer, make sure that the account registration is the same on both accounts or the transfer won't work. In other words, you can't transfer your individual account at another firm into your joint BestVest Investments, Ltd. account, or your individual account at another firm into your BestVest Investments, Ltd. IRA account. When transferring between joint accounts, the lead party must be the same on both accounts, for example, an account titled John and Jane Doe at the other firm will only transfer into an account titled John and Jane Doe at BestVest Investments, Ltd., not Jane and John Doe.

If all you have in your other brokerage account is cash or money market funds, then the ACAT transfer will be rejected by your other broker. In this instance, your must liquidate your money market shares and have your other broker send us a check payable to BestVest Investments, Ltd.. for benefit of your name and account number.

Once we have received the paperwork, the transfer process typically takes from two to four weeks to complete. When the transfer is completed, you will receive a letter of notification from BestVest Investments, Ltd. informing you of the completed status of the transfer.

There is a brief period of time at the end of the process when your account is debited at your other broker but does not yet show up credited to your BestVest Investments, Ltd. account. We will notify you as soon as your securities are on deposit at BestVest Investments, Ltd..