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Forms

Download The Forms You Need Here

Simply locate all of the forms you will need. After you have found the appropriate form(s), print them, fill them out, and return them to ChoiceTrade via fax, overnight delivery or regular mail.


New Accounts

  • Online Brokerage Account Application
  • Margin/Short Agreement (VELOX)
  • Margin/Short Agreement (CURVATURE)
  • Option Agreement (VELOX)
  • Account Transfer Form (ACAT - VELOX)
  • Limited Trading Authorization Form
  • Account Information Change Form
  • Financial Information Update form
  • Traditional, Roth, or SEP Individual Retirement Account Application (VELOX)
  • IRA Rollover Certification (VELOX)

Deposit/Withdrawal

  • Outgoing wire request form (VELOX)
  • Outgoing wire request form (CURVATURE)
  • Outgoing ACH request form
  • Incoming ACH request form
  • Internal Transfer Request Form

Tax & Legal Forms

  • Foreign Individual Tax Form (W8-BEN)
  • Foreign Individual Tax Form Instructions

Entity Accounts

  • Certification of Beneficial Owners
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ChoiceTrade provides a simple, easy to use web-based trading platform without the clutter and complications

Call Us

(877) 731-9114

Email Us

service@choicetrade.com

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*The zero commission for a year is contingent on you opening and funding your account within one week with at least $1,000. All accounts subject to $10 monthly fee. After the first year regular commissions apply as detailed in our commission schedule.


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