Account Applications and Forms

Account Opening Forms

Individual Brokerage Account

Open Online

Joint Account

Open Online

Corporate Accounts

Corporate
Partnership
Limited Liability Company

Trust & Custodian

Trust
Custodian

For International Accounts, include:

Foreign Account Due Diligence Questionnaire
W-8BEN
W-8BEN Instructions

For Resident Alien Accounts:

All applicants must be permanent residents of the US with a Green Card or Permanent Resident Card. Please email Customer Support at support@eoption.com for a copy of the New Account Application

Option Account Forms

Option and Margin Account Agreement 
Option and Spread Trading by Retired Person
Option and Spread Trading in SDIRA
Option Trading in a Custodial Account

Request Forms

To request account forms, to be mailed to you, including IRA forms, please call our New Accounts Department at 888-793-5333.

Minimum Investment

Domestic Accounts

Cash accounts can be opened with a minimum of $500. New accounts must be funded within 30 days or the account will be closed.

International Accounts

A low initial minimum investment is required to open an international account. Click here for details. New accounts must be funded within 30 days or the account will be closed.