If you have any questions regarding these documents or the account opening process please contact one of our experienced brokers at 800-811-6953 or visit our live help for any information or forms not made available to you on this page.
Tips For Successful Document Submission:
- After downloading the new account forms, please print and fill in all the required information. Making sure the forms are complete will speed up the process in opening your new account.
- After the forms are completed, please fax them to 312-706-7605 and mail the originals to our mailing address.
- If you are funding the account with a check, please make it payable to: StoneX Financial Inc.
- If you are funding the account, please see the funding instructions page.
New Account Documents
- CME Non-Pro Declaration March 2014
- Account Transfer Letter
- Managed Account Agreement
- Electronic Transmission of Statements
- Hedge Confirmation Letter
- Letter of Direction
- Customer Agreement and Disclosures
- Personal Guarantee
- Additional Account Request Form
- 1098 Form W-8BEN
- W-8BEN-E Updates
- Instructions for Form W-8-BEN
- Instructions for Form W-8-BEN-E