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Individual or Joint Account
Corporate Accounts
Trust Accounts
For International Accounts*, please include:
For Residential Alien Accounts, include:
Option Account Forms
Disclosure Forms
Individual
Roth
SIMPLE
IRA Deposits
Options Risk Letters
IRA Distribution Forms
Beneficiary Change
Agreements, Privacy Notice, Information
Power of Attorney
ACH, Wire Transfers*, Deposits & Check Requests
Account Management
Checking and Debit Cards
Wires requests in the amount of $50,000 or more must be submitted by the client with a Signature Guarantee or Notarization. We will not wire funds to foreign countries from domestic accounts. Foreign accounts can only wire funds back to the country of origin/address on file. In all cases names and titles of the accounts must match. We will not process any third party wire transfers. New funds will not be available for disbursement until at least 10 business days after deposit. In order to process the wire or check request the same business day, we must receive the request before 10:00 a.m. CST. If received after the cutoff, the request will be processed the next business day. The request can either be faxed to us at 1-877-367-8466 or mailed to: Investrade Discount Securities ATTN: Customer Service 950 Milwaukee Ave., Suite 102 Glenview, IL 60025. If securities are sold, funds will not be available for withdrawal or disbursement until the trades are settled.
Investrade Discount Securities requires a low minimum initial requirement to open an International account. We accept unsolicited accounts from non-U.S. citizens from the following countries: Austria, Australia, Germany, Ireland, Luxembourg, Mexico, Netherlands, New Zealand, Singapore, South Africa, Switzerland and the United Kingdom (England, Northern Ireland, Scotland and Wales). Cash accounts can be opened with a minimum of $25,000.00 in any combination of US Dollars and/or US/foreign exchange traded securities. Some foreign securities may be ineligible. Cash accounts may only be approved to write covered calls and/or buy calls and puts. Please call 1-847-375-6152 for more information. New accounts must be funded within 30 days or the account will be closed.
International Clients may wire funds or may choose to transfer funds from a US based brokerage firm. Foreign stocks can be held and sold, and, Investrade Discount Securities can purchase some, but not all, foreign securities. All Investrade Discount Securities accounts deal in US dollars and are only based on cleared funds. Receipt of a wire transfer from a US affiliated bank constitutes “cleared funds”.
IMPORTANT INSTRUCTIONS: International applicants are required to complete and submit an original W-8BEN form, Foreign Account Questionnaire and provide a clear copy of their non-expired passport for identification. In addition, they are required to provide a clear copy of their current bank statement or utility bill to confirm the name and address on the account application.
Please mail the original documents along with the account application to:
Investrade
Attn: New Accounts Dept.
950 Milwaukee Ave. Ste. 102
Glenview, IL 60025