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Common Accounts |
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| Click here to bring up a list of descriptions for each individual type of account. >>Go | |||||||||
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**Specialized Forms |
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Additional forms such as Trading Authorizations, Wire Transfers, W8's, and others, are only required depending on specific circumstances or in your account selection. These forms can be downloaded here. Remember: To print the forms click the "print icon" on the Adobe toolbar, and not on the Internet browser toolbar. |
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| Individual Account Cash | Individual
Acct. Trading on Margin |
Individual
Acct. Trading on Margin and Options |
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Required Forms: New Account Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
Required Forms: New Account Download Margin Agreement Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
Required Forms: New Account Download Margin Agreement Download Options Agreement Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
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| Sending the Forms | Sending the Forms | Sending the Forms | |||||||
| Joint Account Cash | Joint
Account Trading on Margin |
Joint
Account Trading on Margin and Options |
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Required Forms: New Account Download Joint Agreement Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
Required Forms: New Account Download Margin Agreement Download Joint Agreement Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
Required Forms: New Account Download Margin Agreement Download Joint Agreement Download Options Agreement Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
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| Sending the Forms | Sending the Forms | Sending the Forms | |||||||
| Corporate
Account Trading on Cash |
Corporate
Account Trading on Margin |
Corporate
Account Trading on Margin & Options |
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Required Forms: New Account Download Corporation Cash Agreement Download Corporate Resolution Download W-8 BEN Form (If not a US company) Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
Required Forms: New Account Download Margin Agreement Download Corporation Margin Agreement Download Corporate Resolution Download W-8 BEN Form (If not a US company) Download Optional Forms: Valet Account Application -Carrying Visa/Checkbook- Download Valet Account Agreement Download |
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| Sending the forms | |||||||||
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funding of your new account attach check or money order payable to WallStreet
Electronica, Inc. or Ridge Clearing. You can also attach an account
transfer form (ACAT), in case you are transfering securities from another
account. See additional forms for ACATs. If you are wiring funds please obtain a new account number from our new accounts deparment and then submit the following wire instructions to your bank. For immediate processing please fax completed and signed forms to (305) 661-7402. Original copies should be mailed or Fed-Ex to: WallstreetE New Accounts 4501 Monserratte St. Coral Gables FL, 33146 United States of America Contacting WallstreetE: E-Mail: newaccounts@wallstreete.com Telephone: (888)-925-5783 or (305)-266-9120 Toll Free:(within the U.S.) 1-888-WALL-STE(1-888-925-5783) Fax: (305)661-7402 |
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| Additional Accounts | |||||||||
| Most Common Accounts | |||||||||
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