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Forms

Download The Forms You Need Here

Simply locate all of the forms you will need. After you have found the appropriate form(s), print them, fill them out, and return them to ChoiceTrade via fax, overnight delivery or regular mail.


New Accounts

  • Online Brokerage Account Application
  • Account Transfer Form (ACAT - ETC)
  • Margin/Short Agreement (ETC)
  • Option Agreement (ETC)
  • Client Authorization Form (ETC)
  • Margin/Short Agreement (VELOX)
  • Option Agreement (VELOX)
  • Account Transfer Form (ACAT - VELOX)
  • Client Authorization Form (VELOX)
  • Account Information Change Form
  • Financial Information Update form
  • Certification of Beneficial Owners

Deposit/Withdrawal

  • Outgoing wire request form
  • Outgoing ACH request form
  • Incoming ACH request form
  • Internal Transfer Request Form

Tax & Legal Forms

  • Foreign Individual Tax Form (W8-BEN)
  • Foreign Individual Tax Form Instructions
  • Limited Trading Authorization (ETC)
  • Limited Trading Authorization (VELOX)
  • Transfer on Death Agreement (Individual)
  • Transfer on Death Agreement (Joint)
  • Worthless Securities Form

Entity Accounts

  • Corporate Application (ETC)
  • Corporate Application (VELOX)
  • LLC Application (ETC)
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ChoiceTrade provides a simple, easy to use web-based trading platform without the clutter and complications

Call Us

(877) 731-9114

Email Us

service@choicetrade.com

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Legal

  • User Agreement
  • Customer Agreement
  • Addendum - Fractional Shares
  • Risk Disclosure
  • Business Continuity
  • Investor Relations
  • Relationship Summary
  • Order Routing Report
  • Why Options Trading?
  • FINRA
  • Privacy & Security
  • Margin & Option Disclosures

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