What documents are needed to open a new live account?
The following completed documents are required: • US residents: The Client Application , the Signature Page of the Customer Account Agreement and a W9 form . If the account will be managed by a trading agent, a Limited Power of Attorney (LPOA) and appropriate commission acknowledgment form may also be required. • Non-US residents: Please include the Client Application along with two forms of ID (1 picture ID), IRS Form W-8BEN , the Signature Page of the Customer Account Agreement . If the account will be managed by a trading agent a Limited Power of Attorney (LPOA) and appropriate commission acknowledgment may also be necessary.
