Get Dreyfus Lion Account

This guide will assist you in completing the Dreyfus Lion Account application online, ensuring a smooth and efficient process. Follow the instructions below to fill out each section accurately and confidently.

Follow the steps to efficiently complete your Dreyfus Lion Account application.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Enter your account ownership and address details in the first section. Provide the business name, tax ID number, work phone, and permanent street address (avoid P.O. Boxes). Include the city, state, and zip code. If the mailing address differs, input that information accordingly.
3. Identify the principal person on the account and select the appropriate company structure by checking only one box among the options provided.
4. In the employment information section, indicate if the business or its officers are affiliated with any specified organizations. Mark the corresponding box as applicable.
5. For financial information, fill out the primary investment objective, risk exposure, annual income, and liquid net worth by checking the appropriate boxes.
6. In the investment method section, ensure you specify how you plan to fund your new Lion Account, selecting one of the investment methods and providing the required information.
7. Choose a sweep money market fund from the list provided. If no selection is made, a default fund will be established.
8. If you wish to establish a secured credit line or apply for a Lion Account check writing service, indicate your preferences by checking the appropriate boxes and supplying any additional required information.
9. In the optional services section, indicate if you want TeleTransfer and Telephone/Wire Redemption, ensuring you attach a voided check as instructed.
10. Finalize the application by carefully reading the certifications section, signing where indicated, and dating the form appropriately.

Complete your Dreyfus Lion Account application online today for prompt processing.