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Forms表格

New Account 開設
 
Individual Account 個人帳戶

*Account Application Form
*W9(Letter A)

*W-8 Ben (Foreign Account)

*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
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Margin Agreement (optional)

*Option Agreement (optional)

*Account Transfer Form

*Corporate Resolution

*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
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Account Transfer Form

- The Application side must include the minor's name, address, social security number, date of birth, and citizenship. 
- The Custodian must complete the Co-Applicant side of the application. 
- The Account Application must be signed by the Custodian.

 

Joint Tenant Account 共同帳戶

*Account Application Form
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Margin Agreement (optional)

*Option Agreement (optional)

*Account Transfer Form

*Joint account agreement

 - All joint owners must sign the Account Application.

 

 Trust Account 信託帳戶

*Account Application Form
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Margin Agreement

*Option Agreement

*Account Transfer Form

- Complete the Trust Account Certification 
- If this is a Testamentary Trust, we need a death certificate in addition to the application and 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
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Margin Agreement (optional)

*Option Agreement (optional)

*Account Transfer Form

 
IRA Account 退休帳戶

*Account Application Form
*W9(Letter A)

*W-8 Ben (Foreign Account)

*Account Transfer Form

 

SEP IRA / SAR-SEP IRA                                                                                                                       
IRA Adoption Agreement & Additional Required Document :

*IRS Form 5305-SEP

 

SIMPLE IRA                                                                                                           

IRA Adoption Agreement & Additional Required Document :

*Wedbush Employer SIMPLE IRA Kit
*Wedbush Participant 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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