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General Investing Account (for Individual, Joint WROS, or Custodial)
Easy Account Application
Custodial Account Application
Online Service Agreement
Online Service Agreement
IRA Online Service Agreement
Asset Management Account
Firstrade Smart Account Application
Retirement & Educational Accounts
Traditional, SEP & Rollover IRA Application
Roth IRA Application
SIMPLE IRA Application
Coverdell ESA Application
IRA Beneficiary Designation Form
IRA Distribution Request Form
Coverdell ESA Withdrawal Statement
Entity Accounts
Corporate - Cash Only
Corporate - Margin
Investment Club
Trust
Partnership
Sole Proprietorship
LLC
International Accounts
Foreign Account Application
W-8 BEN Form
W-8 BEN Form for Individuals
Adobe Reader Document
Account Funding & Transfer Forms
ACH Electronic Funds Transfer Form
Account Transfer Form
Incoming Wire Fund Information
Outgoing Wire Fund Authorization Form
Internal Transfer Form
Margin Account & Option Privileges Forms
Margin Application & Agreement
Option Application & Agreement
Other Forms
Joint Account Agreement - Tenants in Common
Trading Authorization Form
Transfer on Death Form
Householding Form
W-9 Form
Mutual Fund Periodic Investment Plan Application
Mail Authorization Form
Change Contact Information Form
Account Transfer Rebate Form
Informative and Legal Documents
Margin Disclosure Statement
Day-Trading Risk Disclosure Statement
Characteristics & Risks of Standardized Options
Smart (Valet) Account Agreement
Account Agreement
Nasdaq Subscriber Agreement
Special Statement for Uncovered Option Writers
Spread Trade Risk Disclosure
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Brokerage Products and Services offered by Firstrade Securities, Inc. - Member FINRA and SIPC.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.

Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Firstrade review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing service@firstrade.com.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.

*Online market and limit stock trades are $6.95 for stocks priced $1 and above. Add $0.005 per share on the entire order for stocks priced less than $1.00. Online option trades are $6.95 plus 75 cents per option contract. See our Pricing page for detailed pricing of all security types offered at Firstrade.

Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

System response and access times may vary due to market conditions, system performance, and other factors.

©2012 Firstrade Securities Inc. All rights reserved. Member FINRA/SIPC.