Additional Account Forms

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Additional Account Forms

“I’ve already referred 8 people to Mastertrader”

Kevin M., California

“ It doesn't seem to matter what the issue might be but you guys remain consistently good. So a thank you to you all for your collective professional helpful way. Appreciated.

Walter T., United Kingdom

“I would not hesitate to recommend your company to others. Should you need a referral then please advise.

Jim D., Florida

“I found your whole organization to be top rate …In comparison to other support organizations I would rate you a 10 and others to be a 6 or 7 at the most.

Michael C., Texas

“ Thank you so much for all that you have done for me. Every time I needed help & call you and your staff up, they have been utmost helpful.

Sim L., Australia

“I really appreciate your customer friendly way of doing business guys!

Dennis K., Croatia

“Thanks for all of your help. Your customer service is second to none!

Dustin S., Indiana

“ I have nothing but strong praise for Mastertrader, I couldn't say anything remotely negative about you all no matter how hard I tried. Whenever someone asks about a broker I tell them about you and will continue to do so. Again, I can't say enough great things about everyone I've dealt with at Mastertrader.

David A., Maryland

“I appreciate the very professional support that you always provide! As always I am impressed with the Mastertrader organization.

Mike C., Texas

“Master Trader is the VERY BEST Online Broker for Day-Trading in the Industry!!!

Lee M., Virginia

“You guys are the best!

Ted S., New Jersey

“I am impressed with the level of professionalism and customer service I have received from the company.

Lisa M., Washington

“So far I have been very happy with both RealTick and the staff. I was using Ameritrade's advanced platform and there is no comparison between either the software or the service.

George F., Alaska

“You are all really awesome every time I’ve contacted you, so I am worry-free.

David A., Maryland

“You are by far the best customer support ever.

Kiril O., New York

“Thanks very much for such great service all this past year! One main reason that I use Mastertrader is because I always get the feeling that you really appreciate your customers, value them highly, and act accordingly, which is rare these days. So it is a mutual admiration society I guess and I am happy to share that feeling with others who are contemplating using Mastertrader.

Jed F., Maryland

“You guys are great!

Susan H., Nevada

“I want to sincerely thank you and MT Support for living up to your claim of outstanding Customer Service. Every time I call reinforces that MasterTrader was the right choice.

Fred R., Virginia

“Thank you for having such a great staff.

Carl Q., South Carolina

“I must say your customer service is proving excellent and my loyalty to MT is growing.

Steve J., Wales, United Kingdom

“Great customer service!

Becky M., California

“You guys have been the bomb with customer service and I so appreciate all your help.

Dana N., California

“Again I want to thank MasterTrader for your support. I really do appreciate your help and insights as I've tried to make a go of this new career.

Nick V., Connecticut

“On a personal note, you guys have been fantastic to work with…exemplary service you have provided.

Terry H., Tennessee

“I’ve already referred 8 people to Mastertrader…

Kevin M., California

“I absolutely love the customer service at Mastertrader… Thanks again, you guys are truly wonderful with your customers…

Ron W., Texas

“Customer-focused as always!

Todd B., North Carolina

“Their Customer Service is the Best in the World.

Rajiv V., California

“I appreciate you and your TEAM. They truly go over and above every time I call upon them.

George T., California

“p.s. Thanks for all of your terrific support during the last several weeks… The MasterTrader team has demonstrated a high level of customer service and has convinced me that I've made a good choice in a broker.

Michael F., Utah

“…thank you for your quick service, the responsiveness of you and your team excites me. I have never had service like yours at the other brokers I work with and will tell a few of my friends.

Tom H., Arizona

“All the fine voices at Master Trader have extended wonderful help to me as I strive to learn my way around the screen.

Nancy L., Texas

“I switched to MasterTrader in late March this year from TerraNova. At first it was the platform stability (using RealTick) that attracted me to switch. And I am so glad that I did. I think you guys are doing a great job and deserve some recognition! With low commission rates compared to the industry, superb trading platform, and an effective staff, MasterTrader.com is doing a lot better than TerraNova. You will have me as a customer for a long time. Please keep up the good work!

Barry L., California

W8BEN - (For each owner of an individual, joint, trust, corporate or estate account)
W8IMY - (For partnership account)
W8EXP - (For each individual that signs on an Investment Club Account)
W8ECI - (For accounts of individuals or entities claiming exemption from withholding on income connected with the conduct of trade or business in the United States.)

Options Account

Options Agreement - (For those who wish to add option trading to an existing account)

Options Disclosure Documents

Futures Agreement - (For those who wish to add emini futures trading to an existing account)
US/Foreign Entity Questionnaire
Foreign Entity Declaration

Checking Account

Mastertrader.com Checking Account - (Pen Account)
Electronic Transfer (ACH)

Account Transfer Forms

ACAT Form - (A copy of your most recent statement is requested to process this transfer)
Journal Form - (To transfer money and/or positions between Mastertrader accounts)

Depositing Certificates

Stock Power - Complete and send original directly to Apex with the original certificates
Stock Power Instructions

FUNDING INSTRUCTIONS

Miscellaneous Account Paperwork

Wire Request Forms

Options carry a high level of risk and are not suitable for all investors. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any Options transactions. Copies of this document are available electronically by clicking Characteristics and Risks of Standardized Options, or by writing Mastertrader.com, 7-11 South Broadway Suite 210A, White Plains, NY 10601. Options are not suitable for all investors and you must balance the opportunities of options trading with the corresponding risks involved. Exercise and/or closing transactions are subject to commission charges. Interest charges are incurred where the underlying securities are purchased on margin.

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