CIS Account Types

CIS offers three primary types of customer accounts designed to meet various needs:

• Master Customer Account: This is a placeholder account primarily for commercial customers. It allows for multi-level organizational hierarchies without having service addresses, meters, or transactions. It enables the tracking of customer accounts at an aggregate level, offering benefits like summary billing and reporting.

• Location Master Account: Similar to the master customer account, this is also a placeholder account but is used to group customer accounts receiving multiple commodity services (e.g., gas and electric). It does not have service addresses or transactions and allows for grouping customer accounts at the same location.

• Customer Account: This account is for individual customers receiving a single commodity. It contains all essential information, including billing and service addresses, meter data, consumption, transactions, account balances, invoices, and payments. Customer accounts can be linked to either a location master or a master customer account.

CIS Broker Account Opening Process

To open a broker account with CIS, follow these steps:

• Select Account Type: Determine which account type suits your needs—Master Customer, Location Master, or Customer Account.

• Gather Required Information: Prepare the necessary personal information, including:

• Name
• Social Security Number (or Tax Identification Number)
• Address
• Date of Birth
• Employment Information
• Financial Data (Annual Income, Net Worth)

• Complete the Application: Fill out the application form with the required information. Ensure you select the correct account type.

• Submit Documentation: Provide any necessary documentation to verify your identity and financial status.

• Fund Your Account: After approval, fund your account through a bank transfer or other accepted methods.

• Account Activation: Once your account is funded, it will be activated, allowing you to start trading.

For more detailed information on the account types and the opening process, visit CIS Help.