Value

Your money goes a really long way around here.

Tools

Award-winning tools to help you optimize trades.

Service

We're here to help. And we'll do whatever it takes.

Open a TradeKing Account
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service@tradeking.com select@tradeking.com
877-495-5464
M-F 8am-6pm ET
M-F 8am-6pm ET

TradeKing Forms & Applications

Important account forms and printable applications.

You can open most accounts online.

No paperwork is needed when you use TradeKing's online applications.

You also can fax your completed forms to 866.699.0563.

Or you can scan and e-mail the completed form as an attachment to service@tradeking.com.

If you prefer the U.S. mail, please use this address:

TradeKing
PO Box 49050
Charlotte, NC 28277-3432

Send overnight deliveries to:

TradeKing
13024 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277

We're sorry, but at this time, we cannot open accounts for individuals living abroad unless you are a member of the United States Armed Forces and have a valid overseas military address.

 

Account Opening Forms

Individual, Joint, Custodial | Open Online

Trust Account

Corporate Account

Investment Club Account

Partnership Account

LLC Account

Sole Proprietorship Account

 

Retirement Accounts

Traditional IRA, Rollover IRA | Open Online

Roth IRA | Open Online

Beneficiary IRA

Beneficiary Roth IRA

SEP IRA

Simple IRA

Coverdell Account

IRA Distribution

Roth Distribution

Coverdell Distribution

Roth Conversion

IRA Beneficiary Designation

 

Other Forms

Brokerage Account Transfer (ACAT) | (Learn more)

Reimbursement request of account transfer fees

AutoTrade Terms and Conditions

Checkwriting / Debit Card

Stock/Bond Ownership Transfer

Certificate of Sole Officer-Owner

Check Deposit Ticket

Options | Complete Online | Download Form

Characteristics and Risks of Standardized Options

Margin | Complete Online | Download Form

IRS W-9

W8-BEN

Affidavit of Domicile

Journal Request (transfer cash and/or securities between TradeKing accounts; must be notarized if accounts have different ownership)

DTC Request (to transfer individual securities to another broker - $25 per position)

Short Sale Negative Rate

Worthless Security Removal

 

Customer Agreement + IRA Disclosure

The Customer Agreement (contains the terms and conditions applicable to all TradeKing accounts; please read it carefully, print a copy and retain it for your records)

The IRA Disclosure (contains important information applicable to all IRA accounts; please read it carefully, print a copy and retain it for your records)

 

Find Out For Yourself

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We think once you discover all we have to offer, you'll know we're the right broker for you.


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