Account Applications and Forms
- Brokerage Accounts
- IRA's
- Cash Management
- Account Management
- Auto Trading
Individual Brokerage Account |
Individual |
Joint Account |
Joint Account |
Corporate Accounts |
Corporate |
| Partnership | |
| Limited Liability Corporation (LLC) | |
| Sole Proprietorship | |
Trust, Custodian and Investment Clubs |
Trust |
| Custodian | |
| Investment Club | |
For International Accounts, please include: |
Important Information for International Accounts |
| Foreign Account Due Diligence Questionnaire | |
| W-8BEN | |
| W-8BEN Instructions | |
For Resident Alien Accounts, please include: |
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 | |
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 |
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. Certain requirements must be met to trade options through eOption. Online trading has inherent risks due to delay or loss of online services, system performance, market conditions, erroneous or unavailable market data. Investors should understand these and additional risks before trading. Before considering any option transaction, please read Characteristics and Risks of Standardized Options provided by the Options Clearing Corporation (OCC), available in Adobe Acrobat PDF format. A current copy may also be obtained by calling eOption at 1-888-793-5333 or by mailing your request to eOption, 950 Milwaukee Ave., Ste. 102, Glenview, IL 60025. Because of the importance of tax considerations, eOption recommends consulting your tax advisor before contemplating any options transaction. Supporting documentation for any claims, comparison, recommendations, statistics, or other technical data, will be supplied upon request.