Investment Forms & Agreements

International Forms Gallery

Please refer to and access the forms applicable to your account. If you have any questions or need additional information with these forms, please call our office at +1-877-768-4034.

Account Maintenance

Account Transaction Forms

Corporate Accounts

Individual and Joint Accounts

BBVA Foreign Tax Reclaim

BBVA Compass Investment Solutions can automate the process for eliminating excessive foreign tax withholding on future BBVA dividends.

Steps for initiating reclaim process:

  1. Select the "Go to GlobeTax" link below; this action will take you from BBVA Compass Investment Solutions' site to BBVA's U.S. tax reclaim agent. Selecting the link indicates your acknowledgement and approval of the site change.
  2. Follow instructions and provide requested information within the registration wizard.
  3. Use "BCOM" as the access code when establishing your login.
  4. For questions, please contact GlobeTax at (212)-747-9100 and ask for Client Services.

Business Continuity

Disclosure Required by FINRA Rule 4370. BBVA Compass Investment Solutions, a division of BBVA Securities Inc. ("BCIS"), maintains a business continuity plan, including alternate processing facilities, to address interruptions to our normal course of business. These plans are reviewed annually and are subject to modification. If the plan is modified, an updated plan will be posted promptly on our website. A copy of the plan will be mailed to customers who request it.

Our plans outline the actions BCIS will take in the event of a building, city-wide or regional incident, including relocating technology and operational personnel to alternate regional facilities. All BCIS operational facilities are equipped for resumption of business and are tested each year. Our recovery time objective for business resumption, including those involving a relocation of personnel or technology, is four (4) hours.

In the event that BCIS needs to implement its business continuity plan, BCIS can be reached at the following telephone number: 1-800-239-1930.

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Details you need to make a smart decision

Links to third party sites are provided for your convenience and do not constitute an endorsement. BBVA Compass does not provide, is not responsible for, and does not guarantee the products, services or overall content available at third party sites. These sites may not have the same privacy, security or accessibility standards.

BBVA Compass Investment Solutions, a division of BBVA Securities Inc. member FINRA, SIPC, is not affiliated with GlobeTax, and does not guarantee or make any representation or warranty with respect to the results of the tax withholding and reclaim services provided by GlobeTax. Neither BBVA Compass Investment Solutions nor its affiliates provide tax, accounting, or legal services. You should consult your own tax, accounting or legal professionals for guidance specific to your situation.

Investment Products: ARE NOT FDIC INSURED; ARE NOT BANK GUARANTEED; MAY LOSE VALUE.

Securities and Investment products offered through BBVA Compass Investment Solutions, a division of BBVA Securities Inc., member  FINRA  and  SIPC  and an affiliate of Compass Bank. Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.

Securities and Insurance Products:
ARE NOT DEPOSITS ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED MAY LOSE VALUE
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY