W8 forms are needed for all foreign accounts
- 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 Agreement - For those who wish to add option trading to an existing account.
Options Disclosure Documents
- Characteristics and Risks of Standardized Options
- Supplement to Characteristics and Risks of Standardized Options – November 2012
- Supplement to Characteristics and Risks of Standardized Options - January 2012
- Supplement to Characteristics and Risks of Standardized Options - March 2011
- Supplement to Characteristics and Risks of Standardized Options - January 2011
- Special Statement for Uncovered Option Writers
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.
- Stock Power - Complete and send original directly to Apex with the original certificates
- Stock Power Instructions
Miscellaneous Account Paperwork
- New Account Agreement
- Customer Account, Margin & Short Account Agreement
- New Account Entity Application
- Customer Account Agreement
- Joint Account Agreement
- Joint – Tenants in Common
- Joint – Tenants by Entirety
- Corporate Agreement
- Trading Authorization - Full
- Trading Authorization - Limited
- Partnership Agreement
- Trust Agreement
- Sole Proprietorship
- Presence Test
- LLC Agreement
- Traditional or SEP IRA
- Traditional/SEP IRA Distribution
- Roth IRA
- Roth IRA Distribution
- SEP IRA Agreement
- Simple IRA
- IRA Beneficiary Designation
- IRA Deposit Slip