New Account 開設帳戶
Individual Account 個人帳戶
*Account Application Form *Margin Agreement (optional) *Option Agreement (optional) *Credit Plus Application - To apply for checks and/or debit card (optional - $7/month)
Corporate Account 公司帳戶 *Account Application Form *Margin Agreement (optional) *Option Agreement (optional) *Credit Plus Application - To apply for checks and/or debit card (optional - $7/month)
- The Corporate Account Certificate must be signed by an officer other than the trader. - Include a copy of the state issued corporate certificate. - If the Corporation has only one officer, we require the One Person Corporation Certification form that is located under Individual Forms.
Custodial Account 未成年監護帳戶 *Account Application Form - The Application side must include the minor's name, address, social security number, date of birth, and citizenship.
Joint Tenant Account 共同帳戶 *Account Application Form *Margin Agreement (optional) *Option Agreement (optional) - All joint owners must sign the Account Application.
Trust Account 信託帳戶 *Account Application Form - Complete the Trust Account Certification - All Trustees must sign both forms
Partnership / Limited Partnership / Sole Proprietorship Account 合夥 /有限合夥/獨資公司帳戶 *Account Application Form *Margin Agreement (optional) *Option Agreement (optional) IRA Account 退休帳戶
SEP IRA / SAR-SEP IRA
SIMPLE IRA IRA Adoption Agreement & Additional Required Document : *Wedbush Employer SIMPLE IRA Kit Other forms 其他表格
*Credit Plus Application - To apply for checks and/or debit card (optional - $7/month)
*Householding Form - by householding the accounts, the Primary Accountholder will be sent the statements of the Secondary Accounts along with their own statement in the same envelope.
*Limited Power of Attorney - to authorize your agent or attorney to access your account |
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