Forms & Applications

 

• Account Update Form

  Update you contact information, investment objectives, trade settlement options and other features.

 

• Address Change Form

  Update and authorize the address change in your account.

 

• ACH Transfer Authorization

  Link up your bank account and transfer funds to and from your brokerage account hassle free.

 

• Asset Transfer (ACAT) Authorization

  Authorize a transfer of assets, currently at another firm, to your ACAP Trading brokerage account.

 

• Brokerage Account Application

  Open a brokerage account and start investing today.

 

• Limited Trading Authorization

  Give permission to another person to place trades in your account

 

• Margin Agreement

  Use this form to apply for margin on an existing brokerage account.

 

• Option Agreement

  Use this form to apply for option trading on an existing brokerage account.

 

• Transfer on Death (T.O.D.) Agreement

  Establish a “transfer on death” beneficiary for your individual or joint account.