Get Dtc Deposit Request Form - Tradestation

Filling out the DTC Deposit Request Form accurately is essential for successfully processing your deposit request with TradeStation. This guide provides step-by-step instructions to help you complete the form properly online.

Follow the steps to complete the form with ease.

1. Press the ‘Get Form’ button to access the DTC Deposit Request Form. This will allow you to open the document in your preferred online editing tool.
2. Enter the date in the designated field. This is important as it indicates when you are submitting your request.
3. In the 'RE: TradeStation number' section, input your unique TradeStation account number. This helps to identify your specific account for the transaction.
4. Fill in the account name field with your full name as it appears on the TradeStation account. Accurate identification is crucial.
5. Describe the assets you intend to deposit in the 'Asset description' section. Include the number of shares, ticker symbol, and CUSIP number for each asset.
6. Indicate the cost basis for each asset. This is the original value of the asset at the time of purchase, which is important for tax purposes.
7. Provide the acquisition date of the assets, which should reflect when you purchased them.
8. In the 'Delivering firm information' section, provide the name and address of the firm that is delivering the assets to you.
9. Include the firm clearing ID number and your client account number at the delivering firm for accurate processing.
10. Attach a copy of your current account statement as required. Ensure that it is a clear and legible document.
11. Sign the document in the designated signature fields. You may need to provide multiple signatures depending on your account requirements.
12. Ensure that the signature guarantee is included where necessary. This may involve additional verification from your financial institution.
13. Once all sections are filled out, you can save the completed form, download it, print, or share it as needed to submit your deposit request.

Start filling out your DTC Deposit Request Form online today to streamline your deposit process.