Download Forms

The following account types can be opened online:

• Individual
• Joint
• Option
• Futures

Please be sure to use the correct forms based on your Professional or Non-Professional status. Please review the Nasdaq’s Nonprofessional Subscriber Policy to determine your status if you are unsure.

Individual Accounts

• Individual Non-Pro Cash
• Individual Non-Pro Margin
• Individual Pro Cash
• Individual Pro Margin

Joint Accounts

• Joint Community Property Non-Pro Cash
• Joint Community Property Non-Pro Margin
• Joint Community Property Pro Cash
• Joint Community Property Pro Margin
• Joint Tenants in Common Non-Pro Cash
• Joint Tenants in Common Non-Pro Margin
• Joint Tenants in Common Pro Cash
• Joint Tenants in Common Pro Margin
• Joint With Rights Survivorship Non-Pro Cash
• Joint With Rights Survivorship Non-Pro Margin
• Joint With Rights Survivorship Pro Cash
• Joint With Rights Survivorship Pro Margin

Corporate Accounts

• Corporate Pro Cash
• Corporate Pro Margin

LLC Accounts

• LLC Pro Cash
• LLC Pro Margin

Partnership Accounts

• Partnership Pro Cash
• Partnership Pro Margin

Trust Accounts

• Trust Cash
• Trust Margin

Retirement Accounts

• Roth IRA Non-Pro
• Roth IRA Pro
• Traditional & SEP IRA Non-Pro
• Traditional & SEP IRA Pro

Other Forms

ACAT form
ACH Form
Address Change Request
Affidavit of Domicile
Limited Power of Attorney
Margin Agreement
Options Account Agreement
Transfer on Death Registration Form
W-8BEN with Letter A
W-8BEN-E with Letter A
W-9 with Letter A
Worthless Security Letter