Form Center

Select the form you would like to print from the Firstrade Form Center. Please note that you will need Adobe Acrobat Reader to view and print most of these forms. You can get Acrobat Reader here.

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Account Funding & Transfer Forms
ACH Electronic Funds Transfer Form
Account Transfer Form Apply Now
Incoming Wire Fund Information
Outgoing Wire Transfer Form – Domestic
Outgoing Wire Transfer Form – International
Internal Transfer Form
DTC Transfer Form
Rescind Letter
Fund Availability Information
Margin Account & Option Privileges Forms
Margin Application & Agreement
Option Application & Agreement
Other Forms
Joint Account Agreement - Tenants in Common
Joint Account Agreement - Rights of Survivorship
Trading Authorization Form
Transfer on Death Form
Affidavit of Domicile
W-9 Form
Mutual Fund Periodic Investment Plan Application
Mail Authorization Form
Change Contact Information Form
Penny for Lot Request Form
Trusted Contact Person Form
Disclosures
FINRA Public Disclosure Program
FINRA Customer Identification Program Notice
Account Agreement
FDIC Sweep Program
Self-directed Trading Account Risk Disclosure
Electronic Services Agreement
Electronic Document Delivery Agreement
Margin Disclosure Statement
Day-Trading Risk Disclosure Statement
Extended Hours Trading Disclosure
ETF Information & Disclosure
Low-Priced Securities - Penny and Sub-Penny Stocks
Characteristics & Risks of Standardized Options
Option Supplement to ODD (Oct 2018)
Option Spread Risk Disclosure
Special Statement for Uncovered Option Writers
Fully-Paid Securities Lending Disclosure
Master Securities Lending Agreement (MSLA)
Third Party Research Disclosure Notice
Real-Time Quotes Subscriber Agreement
Nasdaq Subscriber Agreement

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