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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. (International: 704.457.2205)

Or you can scan and e-mail the completed form as an attachment to

All forms submitted to TradeKing must be printed out and signed by pen to paper. TradeKing does not accept forms that are signed electronically.

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

PO Box 49050
Charlotte, NC 28277-3432

Send overnight deliveries to:

11605 N Community House Rd
Third Floor
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


Simple IRA

Coverdell Account

IRA Distribution

Roth Distribution

Coverdell Distribution

Roth Conversion

IRA Beneficiary Designation

IRA Deposit Slip

SIMPLE IRA Contribution Form

Other Forms

Brokerage Account Transfer (ACAT) | (Learn more)

Reimbursement request of account transfer fees

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



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

Deceased Account Forms

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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