Get Wellstrade Third Party Trading Authorization Limited To

This guide provides clear instructions on completing the WellsTrade Third Party Trading Authorization Limited To form online. By following these steps, you can efficiently authorize a third party to manage trading on your account.

Follow the steps to complete the authorization form online.

1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
2. Fill in the necessary details in the 'Account Number' and 'Account Name' fields. Ensure that the information matches your records.
3. In the section labeled 'Information on Agent', provide the full name, occupation description, and relationship to the client for the appointed agent.
4. Continue by entering the agent's Social Security Number or Tax ID, citizenship, employer details, and date of birth.
5. Indicate whether the agent is employed by a FINRA member and answer the questions regarding their professional status and risk indicators.
6. State the reason for the trading authorization, such as 'to purchase or sell securities in the client's behalf'.
7. Complete the agent's home address, including city, state, ZIP code, and country of citizenship.
8. Ensure all signatories provide their authorizing signatures and dates in the appropriate sections. The form must also be notarized.
9. After completing the form, save your changes. You can then download, print, or share the completed document as needed.

Complete your WellsTrade Third Party Trading Authorization Limited To form online today!