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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)
Margin/Short Agreement
Option Agreement
Client Authorization Form
Address Change Form

Deposit/Withdrawal

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

Business/Corporate Accounts

Corporate Application
LLC Application
Partnership Application

Tax & Legal Forms

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