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Forms

Download the forms you need here


Simply locate all of the forms you will need. After you have found the appropriate form(s), print them, fill them out, and return them to ChoiceTrade via fax, overnight delivery or regular mail.

New Accounts

Online Brokerage Account Application
Account Transfer Form (ACAT - ETC)
Margin/Short Agreement (ETC)
Option Agreement (ETC)
Client Authorization Form (ETC)
Margin/Short Agreement (VELOX)
Option Agreement (VELOX)
Account Transfer Form (ACAT - VELOX)
Client Authorization Form (VELOX)
Account Information Change Form
Financial Information Update form

Deposit/Withdrawal

Outgoing wire request form
Outgoing ACH request form
Incoming ACH request form
Internal Transfer Request Form

Business/Corporate Accounts

Corporate Application (ETC)
Corporate Application (VELOX)
LLC Application (ETC)
Partnership Application (ETC)

Tax & Legal Forms

Foreign Individual Tax Form (W8-BEN)
Foreign Individual Tax Form Instructions
Limited Trading Authorization (ETC)
Limited Trading Authorization (VELOX)
Transfer on Death Agreement (Individual)
Transfer on Death Agreement (Joint)
Worthless Securities Form

 

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