How Do I Open an Account with TradeStation?
US and international clients can open an account with Tradestation, and applicants can open multiple accounts. You can use the online application process or the paper format where you have to print, fill out and sign the forms. All applicants are required to submit certain documents, depending on the type of account opened with Tradestation.
US and non-US residents can open an account with Tradestation. The platform offers retirement and other accounts for individuals and businesses. Applicants can open multiple accounts.
You can open an account by going to their website and completing the process. Simply click Sign Up and follow the on-screen instructions. Use this process if you're from the US and have a Social Security Number and a valid tax identification number. Feel free to also open multiple accounts.
Paper applications are for users who want to open a futures IRA account and for non-US residents. To open an account, you'll need to fill out the PDF online application process from the platform. All users for this type of account will need to print out, complete, sign and mail the completed forms to Tradestation.
How To Complete the Application Process
Each application, whether completed online or on paper, must have basic information such as the applicant's complete name, permanent address, dates of birth, tax ID number and Social Security, if applicable.
The applicants may also be required to submit their financial information such as trading experience, asset activities and annual income. International clients are required to submit a valid passport and address verification. You may submit lease agreements, utility bills or brokerage statements as proof of address.
For businesses, below are the documents you need to submit:
- Trust: The first and the last page of the trust
- Sole Proprietorship: Registration documents
- Limited Partnership: Certificate and the partnership agreement, private placement memorandum, and subscription agreement
- Limited Liability Company: Operating agreement, articles of organization - certified, private placement memorandum, and subscription agreement
- Corporation: Bylaws, articles of incorporation - certified, Private placement memorandum, and subscription agreement.
If you have questions, don't hesitate to contact Tradestation customer support.
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