Documents

Open An Account Today! You can trade in one business day.

If you prefer to open an account by mail, please select the proper forms or contact us for the forms, fill out, sign and mail to us.

The required documents and forms are as followed:

Standard
Account Transfer	Account Transfer Form
Corporate account	New Account Application Corporate Resolution
Foreign account	New Account Application W8
Individual account	New Account Application
Joint account	New Account Application Joint Account Agreement
Margin account	New Account Application Margin Account Agreement Credit Advance Margin Agreement Lantern Truth in Lending
Online Account Access	Online Account Access Download and fill out the form. Fax it to your broker or to the main office at 516-374-8443.
Option Account	New Account Application Option Account Agreement
Partnership Account	New Account Application Partnership Account Agreement
Procash Account	Procash Agreement
Transfer on Death	Transfer on Death
Trust Account	New Account Application Trustee Certification
IRAs / Retirement Accounts
Coverdell IRA	Coverdell IRA Application
Rollover IRA	New Account Application IRA Rollover Adoption Agreement
Roth IRA	New Account Application ROTH IRA Adoption Agreement
Traditional IRA	New Account Application IRA Adoption Agreement
All documents are in .pdf format and require Adobe Reader to view. If you do not have Adobe Reader you can download the latest version here.