The easiest way to complete the paperwork to open an account would be to call and have us do it for “free”. It is sometimes very difficult and frustrating to navigate the required documents for a new account. Not only that, but you need to know which type of account to open and the appropriate transfer documents for qualified accounts.  You can reach us at 1-88-TRADER-10 or through the live help section on the StockTrader.com homepage.

To print the forms needed to open a new (non-qualified) individual or joint account or a new (qualified) IRA account”, use the Stock Trader Investment Advisor forms to access these forms. This link will open the advisor authorization form and the other will open the Charttrader brochure.

If you have any questions, please Contact Us and we will get back with you promptly to answer all of your questions and/or to set up an appointment to visit with you.