• Individual and Joint Accounts
• Corporate Accounts

• Account Transfer Form
• Discretionary Trading Authorization / Power of Attorney
• Representations Regarding Discretionary Accounts
• CTA Exemption Letter
• Hedge Accounts
• CPO Exemption Letter
• Proprietary Account Representation Letter
• Foreign CTA Exemption Letter
• Corporate Account Resolution
• Personal Guarantee
• Letter of Direction
• W9 Form
• Canadian Non Solicit
• Address Change Authorization
• Own Funds Letter
• Important Information
• Check Request
• Additional Account Form
• Indemnity
• Trust Account Application

U.S. Tax Forms for Foreign Entities

• 1098 Form W-8BEN
• 1098 Form W-8ECI
• 1098 Form W-8EXP
• 1098 Form W-8IMY