Apply for a Pivotal Group Membership & Stock Lens Account

This form if for those who are not yet Pivotal Members who want to open a Pivotal Stock account. After your application is submitted, it will be reviewed by a Pivotal Group team member. If approved, you’ll receive immediate access to our stock lens ordering portal.

If you are already a Pivotal Group member, please use this form instead: https://stock.trypivotal.com/application/

Please have all of the following available before beginning the application:

All business information, including your federal EIN.
Preferred credit card on file for required autopay.

You may save your progress & pick up where you left off at any point during the application. Just use the “Save & Continue” link at the bottom of this page.

1Business Information

2Billing Information

Company Legal Name*
DBA Business Name*
Federal ID No. (FEIN)*
Pivotal Group Number*

If you do no know your Pivotal Group number please put your email address here instead as a placeholder
Form of Business*
- Proprietorship
- Corporation
- Partnership
Business Telephone No.*
Office Name Displayed on Building (UPS Requested)*

It's very important the name listed here matches your building/signage, or UPS may pass on address correction fees.
Shipping Information*
Street Address Address Line 2 City State ZIP Code

Must be UPS recognized address. Please make sure to append any Ste numbers, building number, or floors. Missing or incorrect shipping addresses could result in non-delivery charges.
Employee-Accessible Email (your username)*

This email will be used to log in to your stock lens account.
Set your stock lens account password
Enter Password Confirm Password

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Owner Name*
First Last
Billing Email*

This is where statement and payment receipts will be sent.
Billing Address*
Street Address Address Line 2 City State ZIP Code
Credit Terms and Conditions*
- I agree to the following terms:
Applicant understands participation in the Pivotal Stock Lens Program requires a free membership with Pivotal Group before the stock account can be activated. Automatic payments are required for an active account and are processed by credit card or ACH on file by the 7th of each month. A late charge of $25, or 5.0% of the current balance, whichever is larger, per month is assessed after the due date if payment is not able to be processed on time. Pivotal group reserves the right to amend the conditions of this agreement with a written notice. Return check charge is $25.00 plus any handling or legal fees.

I, the undersigned, hereby agree that the company/corporation on this application will acquire full responsibility that in the event of default of any amount due, and should this account be transferred to an agency, attorney fees and the court costs incurred and permitted by the laws governing these transactions.

I, the undersigned, for and in consideration of your extending credit at my request to the company named on this application (hereinafter referred to as the "Company"), of which I am of Title as below, hereby personally guarantee to you the payment to Pivotal Group in the State of Texas of any obligation of the Company and I hereby agree to bind myself to pay you on demand any sum which may become due to you by the Company whenever the company shall fail to pay the same. It is understood that this guaranty shall be a continuing and irrevocable guaranty and indemnity for such indebtedness of the Company.

I do hereby waive notice of default, non-payment and notice thereof and consent to any modification or renewal of the credit agreement hereby guaranteed. The undersigned declares that they are authorized to execute contracts for this business and have completed this application fully and truthfully. The undersigned also authorizes the holder of this application to investigate the firm's credit history. No application will be processed without signature.
Credit Card on File*
- I understand this requirement
Pivotal Group will follow up with an auth-cc form after submission of this application. This will be required to finalize your stock account.
Did anyone refer you to the Pivotal Stock program*
- Yes
- No
Who referred you?

If you were referred, please make sure you indicate who so we can thank them!
Your Company Name*
Date*
MM slash DD slash YYYY
Signator Name*
First Last
Signator Title*
Electronic Signature*

Must be signed by an owner or authorized user of the credit card provided above.

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