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Get Partnership Certification
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How to fill out the PARTNERSHIP CERTIFICATION online
Completing the Partnership Certification is essential for ensuring that your partnership account with Scottrade is properly established and managed. This guide will provide clear instructions on how to fill out each section of the form online, ensuring you understand what is required.
Follow the steps to complete your Partnership Certification online.
- Click ‘Get Form’ button to obtain the Partnership Certification form and open it in your preferred online editor.
- Enter the name of the partnership where indicated. This is crucial as it identifies the account holder.
- List the names of the general partners. Each partner must be thoroughly documented for accountability.
- Select and appoint an agent for the partnership. This person will be authorized to act on behalf of the partnership within the guidelines of the agreement.
- Provide information about each general partner, including their Social Security numbers, and ensure that all partners sign their names in the designated areas.
- Confirm that each partner understands and agrees to the terms outlined in the Scottrade Brokerage Account Agreement by checking the relevant acknowledgment box.
- Attach a copy of your Partnership Agreement signed by all current partners. This documentation is necessary for compliance.
- Once all fields are filled out accurately, review the form for any errors before saving your changes. You can then download, print, or share the completed form as needed.
Complete your Partnership Certification online today to ensure your partnership account is set up correctly.
Partner Training offers education and resources to enhance the knowledge and skills of a company's suppliers, distributors, and resellers.
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