1. Open or have a brokerage account
You must have an account with one of the brokerage firms participating in the bond sale, or with another firm that can place an order through a brokerage firm participating in the bond sale. Please check to determine if your broker can place an order through the participating brokers. If you do not have an account, you may open one and purchase bonds during the Retail Sale Order Period.
Investors are encouraged to begin the new account process well in advance of the sale date. Depending on the brokerage firm, internal new account procedures may take some time to process.
2. Research the bonds
Before purchasing City of Dallas bonds, prospective investors should conduct their own due diligence by reading the Preliminary Official Statement (POS) available from this web site or from the participating brokers to learn more about the bonds, including their security, maturity dates, credit ratings, the types of projects they finance and other information that you may find important to help you make an informed investment decision. This website is not an offer to sell any bonds.
3. Place your order
Contact the broker with whom you have an account, either online or by phone, to get more information about how to buy bonds during the retail sales period. Discuss with the broker the number of bonds, the maturity date and the price at which you are willing to purchase the bonds, as well as any questions you may have from examining the Preliminary Official Statement (POS).
The City of Dallas typically advertises future bond sales on this website. Subscribe to this investor relations website to receive notice of upcoming bond sales.
