Now introducing commission-free trading
Applies to US exchange listed stocks, ETFs, and options. A USD$0.70 per contract fee applies for options trades. A USD$7.44 commission applies to trades of over-the-counter (OTC) stocks which includes stocks not listed on a U.S. exchange.
Form Library
All the brokerage forms you need—in one place
Find, download, and print important brokerage forms, agreements, PDFs, and disclosures from our Form Library. To view and print files properly, please be sure to install Adobe Reader®. Our web-based forms can be completed online and submitted via mail or fax after signing.
Funding/ Withdrawal/ Transfer Forms & Instructions
Transferring from another brokerage firm (ACATS)
Depositing money and securities into your account
Transferring securities amongst your accounts
Withdrawing money and securities from your account
Account Forms & Agreements
Profile Update Form
Limited Trading Authorisation Form
Tax-Related Forms
Margin/Options Upgrade Form
Customer Agreement
Disclosures & Policy Standards