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

Disclosure Forms

Customer Relationship Summary

Additional Disclosures

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 may be opened with no minimum balance required. New accounts must be funded within 30 days or the account will be closed.

International Accounts

For International accounts we require a minimum of 25000.00 to open the account. Click here for details. New accounts must be funded within 30 days or the account will be closed.