Additional Information
On an average, this application process takes 10 minutes to complete.
Opening a secure online account will allow you to do the following
- Take advantage of our secure online portal
- Trade while you watch the market movements
- Manage your trading account
- Access your trade history
- Add as many authorized users as you like
- Get the advantage of our expert customer support team
- And much more…
To complete this application, you will need:
- For US residents, a social security number
- For non-US residents, a verifiable passport number
- A primary address that can be confirmed via background checks
- Personal contact information (email, telephone, etc.)
Right of Survivorship:
This type of joint account is owned by at least two people. All tenants have an
equal right to the account's assets and are afforded survivorship rights in the event of the demise of another
account holder. In other words, a surviving member will inherit the total value of the other member's share
of account assets upon the death of that other member. All members of the account are afforded the power to
conduct investment transactions within the account as well.
Joint Tenants in Common:
This type of joint account is owned by at least two people with no rights of survivorship afforded
to any of the account holders. In this type of account, a surviving tenant of the account does not
necessarily acquire the rights and account assets of the deceased person. Each tenant in the account
can specify in a written will how his/her assets will be distributed upon his/her demise.
There are three options: transfer funds from an existing IRA, rollover funds from a previous employer plan, or make an annual IRA contribution
If you are looking to do a rollover, you will select the traditional IRA option and then select “Rollover” under the Funding Method drop down. Once the traditional IRA is established you can then rollover your assets into this account. You may also open a traditional IRA and transfer assets from another existing traditional IRA.