Account Forms

Forms Center

Feel free to call us at 646.888.8383 with questions of all kinds—which form(s) to use, which account type is right for you, and more.

Account Application Packages
Download, with one click, all forms required to apply for the designated account type.

Account Package Type Apply Online Download Forms
Standard Accounts
Individual Account Package Download Package
Joint Account (JTWROS or JTTEN) Download Package
Corporate & Special Investing Accounts
LLC Account Download Package
Corporate Account Download Package
General Partnership Account Download Package
Limited Partnership Account Download Package
Trust Account Download Package
Sole Proprietorship Account Download Package
Investment Club Download Package
Retirement Accounts
Traditional IRA Account Download Package
SEP IRA Download Package
Roth IRA Account Download Package

Account Forms Individually Listed
Download specific forms or supporting documentation needed for an account.

Form Name Online Forms
Margin Account & Option Privileges Forms
Margin Application & Agreement Download Package
Option Application & Agreement Download Package
Form Name Online Forms
International Accounts
Foreign Account Application Download Package
W-8 BEN Form Download Package
W-8 BEN Form for Individuals Download Package
Form Name Online Forms
Standard Accounts
New Account Application Download Package
Day-Trading Disclaimer Download Package
Customer Agreement Download Package
Account Transfer Form (ACAT) Download Package
Check Writing Form Download Package
Money Market Form Download Package
Check Writing with Debit Card Form Download Package
Corporate Resolution Download Package
General Partnership Download Package
Irrevocable Stock or Bond Power Download Package
Transfer on Death Form Download Package
Joint Account Agreement Download Package
Limited Partnership Download Package
Limited Liability Company (LLC) Download Package
Options Agreement Download Package
Options Price Reporting Authority Download Package
Roth IRA Download Package
Sole Proprietorship Download Package
Trade Authorization Download Package
Investment Club Download Package
Trust Certification Download Package
IRA Application Booklet Download Package
IRA Distribution Download Package
IRA Beneficiary Download Package
Simple IRA Download Package
W-8 Download Package
W-9 Download Package
ACH Application Download Package
Affidavit of Domicile Download Package
Form Name Online Forms
Account Funding & Transfer Forms
ACH Electronic Funds Transfer Form Download Package
Account Transfer Form Download Package
Incoming Wire Fund Information Download Package
Outgoing Wire Fund Authorization Form Download Package
Internal Transfer Form Download Package
DTC Transfer Form Download Package
Form Name Online Forms
Informative and Legal Documents
Margin Disclosure Statement Download Package
Day-Trading Risk Disclosure Statement Download Package
Characteristics & Risks of Standardized Options Download Package
Smart (Valet) Account Agreement Download Package
Account Agreement Download Package
Nasdaq Subscriber Agreement Download Package
Special Statement for Uncovered Option Writers Download Package
Spread Trade Risk Disclosure Download Package

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