ASSEMBLING YOUR PORTFOLIO
Step 1: Upon consultation with your Account Executive, selection of each coin will be discussed.
Step 2: We will connect via conference call with our trading department and reserve the coins for you. Trading will issue a confirmation number for each coin to insure price and availability.
Step 3: Payment options:
1) Bank Wire to: Wells Fargo Bank, 420 Montgomery St. San Fran., CA 94104 • ABA #121000248 • Account # 4159531235
2) Send a cashier's check or personal check to: Swiss America, 15018 N. Tatum Blvd. Phoenix, AZ 85032
For prompt service, send funds to Swiss America's Client Purchase Account via bank wire.
Step 4: Your certified coins are shipped via U.S. Postal Service registered insured, return receipt requested. This procedure affords insured U.S. mail delivery of your coins.
Step 5: After you receive your coins, you can track the performance of your portfolio online at swissamerica.com. You may also call your Account Executive toll-free at 1-800-289-2646 to request a periodic portfolio evaluation.
Step 6: When you decide to liquidate, simply forward your coin(s) to Swiss America via registered insured mail. We will liquidate your coin(s) at the prevailing wholesale market price and your funds will be sent to you promptly.
Liquidation Protection: When you choose to liquidate your coins, Swiss America will offer to buy them back at the same grade as originally purchased, as long as they remain in their certified grading holders. In addition to Swiss America, there are auctions, as well as thousands of coin dealers in the U.S. who make markets at prevailing, wholesale prices. Please call us at 1-800-289-2646 for more information.