Get New Account Form (user Id And Electronic Delivery Request)

Filling out the New Account Form (User ID And Electronic Delivery Request) online is essential for establishing your brokerage account and ensuring that you receive all relevant communications. This guide provides a clear, step-by-step approach to completing the form effectively.

Follow the steps to successfully fill out your New Account Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your personal information in the Account Owner Information section. Ensure you provide your first name, last name, date of birth, mother's maiden name, and a valid email address.
3. If you already have a User ID, provide it. If not, choose a new User ID by entering your first and second choices in the designated fields; remember the User ID must have 7 to 15 characters and can only include letters and numbers.
4. In the Account Information and Consent to Electronic Delivery section, select the accounts you wish to link to your User ID. Make sure to indicate preferences for account statements, trade confirmations, and notifications.
5. For electronic delivery of proxy communications, create a four-digit PIN and write it in the designated space.
6. Review the Electronic Notification Agreement thoroughly. By signing, you will confirm that you agree to the terms of electronic notifications and understand that paper copies will no longer be mailed.
7. Sign and date the form in the designated Signature section to finalize your submission. Ensure all account owners (if any) also provide their signatures.
8. After completing the form, follow any additional instructions provided, such as submitting the form to your financial organization for processing.

Take the next step in your financial journey by completing your New Account Form online today.