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Corporate Account
MarkeTrade.BASICSM

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  • Account Application Form (Cash Account Only)
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  • Account Application Form (Margin Account Only)
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  • Corporate Account Agreement
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  • A Copy of Every Applicant and Authorized Agent's
        Driver's License or Passport
    		•
  • A Copy of Article of Incorporation and Certificate of Incorporation
    		•

    OPTIONAL FORMS

    Domestic Account Signature Card for Checkbook
    If you want to have check-writing privileges, please complete and sign the Signature Card. Checkbook is only available for non-day trade domestic accounts.
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    Foreign Account Signature Card for Checkbook
    If you want to have check-writing privileges, please complete and sign the Signature Card. Checkbook is only available for non-day trade foreign accounts.
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    Margin Agreement
    If you would like to borrow funds to purchase securities, you must fill out a Margin Agreement.
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    If your account had opened over 6 months, the account update form is also required.
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    Options Agreement
    To qualify for trading options, you must first download and read the Characteristics and Risks of Standardized Options booklet and Option Disclosure Supplement. After reading the booklet, complete and sign the Option Agreement form. Please identify the types of options transactions you plan to place. You only need to mail us the Option Agreement. You don't need to send us the Characteristics and Risk of Standardized Option booklet.
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    If your account had opened over 6 months, the account update form is also required.
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    Account Transfer Form
    If you need to transfer securities and/or funds from another institution, you need to submit this form to complete your application process. Please include a separate transfer form for each account you're transferring along with a copy of the most recent statements for each account.
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    Limited Trading Authorization Form
    To authorize agents to place trades for you, you need to fill out this form. Please be aware that this form only authorizes buy/sell transactions. Authorized agents for foreign accounts are required to provide photo identification.
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    W-8 Form
    Foreign Account holders must complete and sign a W-8 form to be exempt from U.S. taxes.
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    W8 Account Proof of Address
    A foreign account using a U.S. mailing address will need to fill out this form to provide proof of the residence outside the U.S.
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    Passport Copy
    Foreign investors and their authorized agents need to attach a copy of each of their passport including name, photo and signature pages.

    Day Trading Risk Disclosure
    The Minimun amount to open Day Trade Account is $25,000. If you want to open a Day Trade Account, please read and sign the Day Trading Risk Disclosure Form.
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