Download Form
If you prefer to open a 488trade account besides filling online account application, please feel free to download the following form. Here are few easy steps:
- Print out appropriate forms depends on the type of account you choose
- Fill them out carefully and completely
- Scan them and attach with an email, or fax in at 773-728-8635, or mail in to us with copy of your current driver’s license, passport, state identification card, or other government-issued picture identification.
New Account Form (Mandatory required for all type of account)
Customer Agreement & W-9 Form (Also required for all type of account)
Account Transfer Form (ACAT form that required if transfer your current brokerage account to us)
Margin Agreement (Must read Margin Disclosure Statement first, only required if you need to enhance your buying power to trade security)
Joint Account Agreement (Required if you open with at least two accountholders)
Options Agreement (Must read Options Risk Disclosure & Characteristics and Risks of Standardized Options first)
Trading Authorization
W-8 Form (For customer who is not resides in United States, foreigners)
IRA Account Form
Roth IRA Account Form
ACH Transfer Form (An authorization to transfer funds via ACH between client securities account and bank account)
If you have any questions on how to compete the form, call us 1-888-333-8808.