Get Wellstrade Option Account Information And Agreement - Wells Fargo

This guide provides a clear and supportive process for completing the WellsTrade Option Account Information And Agreement. Users can follow these steps to ensure their application is filled out correctly and efficiently.

Follow the steps to accurately complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your account number in the designated box. This number should correspond to the account you are applying for.
3. Select the account type by checking one box that represents your brokerage account type. Options include Individual, Joint, or Corporation, among others.
4. Provide the account title as it appears on your statement. This can be a single person, joint names, or organizational names.
5. Indicate the source of information by checking the appropriate box and providing additional details if necessary.
6. For the primary account holder, enter their name, date of birth, marital status, number of dependents, employer name (or ‘Retired’), occupation/title, and business nature.
7. If applicable, fill out the details for a secondary/joint account holder, including their name, date of birth, occupation, and employment details.
8. Provide financial data for both the primary and joint account holders, including annual income and total net worth.
9. Detail the investment experience for both account holders by indicating the types of investments they are familiar with and the number of years of experience.
10. If there is discretionary or third-party authorization, fill in the details of the individual authorized for trading.
11. Define the investment objective by selecting the box that best reflects your risk tolerance and overall investment goals.
12. For options trading strategy and trading level request, select the appropriate strategies and trading levels that align with your intentions.
13. Have each account holder initial this page to acknowledge the information provided.
14. Read the agreement provided on pages two and three, where each account holder must also initial to confirm their understanding.
15. Complete the signature and acknowledgment section on page three, entering the date the options risk disclosure document was received.
16. For those applying for uncovered option writing, read the special statement and ensure all account holders initial at the bottom of page four.
17. Submit the completed form as directed at the bottom of page four. Options include mailing or faxing to the designated Wells Fargo office.

Complete your WellsTrade Option Account Information And Agreement online today!