Account Applications and Forms
eOption's online account opening process is quick and easy. Open an individual, joint, or retirement account online.
Important Notice About Required Minimum Distributions in IRAs
Request Forms
To request account forms, to be mailed to you, including IRA forms, please call our New Accounts Department at 1-888-793-5333.
- Brokerage Accounts
- IRA's
- Cash Management
- Account Management
- Auto Trading
Individual Brokerage Account |
Open Online |
Joint Account |
Open Online |
Corporate Accounts |
Corporate |
| Partnership | |
| Limited Liability Corporation (LLC) | |
| Sole Proprietorship | |
Trust, Custodian and Investment Clubs |
Trust |
| Custodian | |
| Investment Club | |
International AccountsWe accept unsolicited accounts from non-U.S. residents from the following countries: Austria, Australia, China, Germany, Ireland, Luxembourg, Mexico, Netherlands, New Zealand, Singapore, South Africa, Switzerland and the United Kingdom (England, Northern Ireland, Scotland and Wales). |
Individual Account |
| Joint Account | |
| Important Information for International Accounts | |
| Foreign Account Due Diligence Questionnaire | |
| W-8BEN | |
| W-8BEN Instructions | |
Resident Alien Accounts |
Individual Account |
| Joint Account | |
| W-9 | |
| Resident Alien Presence Test | |
Option Account Forms |
Option Application |
| Option and Spread Trading by Retired Person | |
| Option and Spread Trading in SDIRA | |
| Option Trading in a Custodial Account | |
Margin Account Forms |
Margin Application & Disclosure |
Priority Account |
Priority Account Application (Legal Paper) |
Priority Plus Account |
Priority Plus + Spectrum Connect Account Application (Legal Paper) |
Direct Deposit |
Direct Deposit Authorization |
Electronic Transfer (ACH) |
Authorization for Electronic Transfer |
Account Transfers |
Account Transfer Form |
Agreements, Privacy Notice, Information |
Customer Agreement |
| Margin Disclosure Statement | |
| Privacy Notice | |
| Direct Access Agreement | |
Power of Attorney |
Limited Power of Attorney (LPOA) |
Wire Transfers, Desposits & Check Requests |
Domestic Wire Transfer Request |
| International Wire Transfer Request | |
| Important Information Regarding Wire Transfers | |
| Check Request Form | |
| IRA Deposit Slip | |
Account Management |
Change of Address |
| Letter of Authorization to Journal Funds or Securities | |
| Irrevocable Stock Power Form | |
| IRA Beneficiary Change | |
| IRA Distribution Form | |
| Penny for the Lot Letter |
Trading Authorization |
Auto Trade Limited Trading Authorization Form |
Terms & Conditions |
Auto Trade Terms & Conditions |
Update Auto Trading Account |
Update Auto Trading Account Information |
Options involve risk and are not suitable for all investors. Prior to trading options, you must be approved for options trading and read the Characteristics and Risks of Standardized Options. A copy may also be requested via email at support@eoption.com or via mail to eOption, 950 Milwaukee Ave., Ste. 102, Glenview, IL 60025. Online trading has inherent risks due to loss of online services or delays from system performance, risk parameters, market conditions, and erroneous or unavailable market data.
