Get Dreyfus Lion Account

The Dreyfus Lion Account application allows users to manage their investments effectively. This comprehensive guide provides clear, step-by-step instructions to help you fill out the application online with confidence.

Follow the steps to complete your Dreyfus Lion Account application.

1. Press the ‘Get Form’ button to access the application and open it in the online editor.
2. Complete the Account Registration section by selecting your account type (Individual, Joint, Trust, or Estate) and providing the required personal information such as full legal name, social security number, and date of birth.
3. In the Joint Ownership Registration section, if applicable, indicate the type of joint ownership and provide the relevant details for the joint owner.
4. If applicable, indicate your preference for a Transfer on Death (TOD) beneficiary and complete additional forms as necessary.
5. Fill out the Online Access and E-Delivery Request section, creating a User ID and password and providing your email address for electronic communications.
6. Choose your Cost Basis method for tax lot disposition by selecting the appropriate method based on your investment strategy (FIFO, LIFO, etc.) and provide any necessary details.
7. Complete the Address section with your permanent residential address and ensure to include any mailing address if it differs.
8. In the Employment/Affiliation Information section, provide details regarding your employment status and affiliations, including any applicable income source.
9. Fill out the Financial Information section, detailing your source of wealth, primary investment objectives, and risk exposure.
10. Indicate your preferred Investment Method, specifying how you intend to fund your Dreyfus Lion Account and completing any necessary transfers or payments.
11. Select your preferred Account Service Instructions, including options like margin services and check writing privileges.
12. Review the Certifications/Acknowledgements and Signature section, providing required signatures and dates, and ensuring all information is correct.
13. Submit your application by saving changes, downloading a copy, and optionally sharing it as needed.

Complete your Dreyfus Lion Account application online today for efficient investment management.