Open an Account Forms - futures, options and forex trading

Opening An Account : Forms

Main Forms

Individual and Joint Accounts
Corporate Accounts

In addition, certain types of accounts will need additional paperwork to be completed before opening. Additional pdf for Discretionary Accounts

Account Transfer Form
Discretionary Trading Authorization / Power of Attorney
Representations Regarding Discretionary Accounts
CTA Exemption Letter
Hedge Accounts
CPO Exemption Letter
Proprietary Account Representation Letter
Foreign CTA Exemption Letter
Corporate Account Resolution
Personal Guarantee
Letter of Direction
W9 Form
Canadian Non Solicit
Address Change Authorization
Own Funds Letter
Important Information
Check Request

U.S. Tax pdf for Foreign Entities

1098 Form W-8BEN
1098 Form W-8ECI
1098 Form W-8EXP
1098 Form W-8IMY

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