IMPORTANT!

TRADES CANNOT BE ACCEPTED THROUGH VOICE MAIL, FAX, OR EMAIL.

IMPORTANT!

How To Make A Trade

The easiest way to make a trade is to call our office during business hours (9-5 EST) and speak to us directly.

Should you be unable to reach us to make a trade, you can call our broker/dealer (Royal Alliance) directly.  Simply dial 800-821-5100.  Follow the phone tree instructions to reach the trading desk.

Remember that trades cannot be accepted through voice mail, fax, or email.

Writing Checks

When writing a check for investments, it is important that the check be mailed to our office.  Our address can be found on the "About Us" page.

Make sure the check is NOT made out to Capital Investment Services, Inc.  The payee on your investment checks will vary depending on the type of account you are opening, however, they will typically be made out to “Sun America Trust Co.” for IRA accounts, and “Royal Alliance” for non-IRA brokerage accounts.

If you ever have any question on whom you should make your check out to, please call us and we will be happy to help you.