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Minimum $2500 cash or
securities
New accounts applications and forms can be
obtained by using one of four methods:
Email Request
Send your request for account opening
documents via email to newaccounts@usdb.com.
Please indicate your name, address and which additional documents
you will need to open your preferred type of account(s) at U.S. Brokerage, Inc. New Account additional forms are comprised
of: IRA Account, Roth IRA Account, SEP IRA Account, Option Account
Agreement, Corporate Account, Investment Club Account, Transfer
Forms (ACATS), IRA Rollover and Limited Trading Authorization. If
you have questions regarding the types of forms required to open
your account please include your question in your Email request and
we will contact you to determine what type of account best suits
your objectives.
The requested forms will be sent via U.S. mail
for you to complete and return to U.S. Brokerage, Inc.
Please complete all forms in their entirety and return in the
enclosed pre-addressed envelope. A U.S. Brokerage, Inc.
representative will contact you immediately upon the receipt of your
application to provide you with the information you need to begin
trading on-line. Please note that funds or buying power must be in
your account BEFORE trades can be accepted. Should you desire to
enclose an initial deposit to your brokerage account, please make
your personnel check payable to: Penson Financial Services, Inc.
(see adding funds to your account). We will credit your deposit to
your account immediately.
Download Applications
and Forms
Applications and forms can be downloaded to
your PC for printing, completion and forwarding to U.S. Brokerage, Inc. Follow the steps below. All forms are in the
Adobe Acrobat Format (.PDF)
STEP 1:
Download the Adobe Acrobat Reader:
If you already have Adobe Acrobat Reader,
proceed to STEP 2.
STEP 2:
Download and print each of the following
applications/agreements:
STEP 3:
Determine which additional forms/applications
are needed to open your account. Download, print, and complete the
appropriate forms.
STEP 4:
Please complete all forms in their entirety and return to
U.S. Brokerage, Inc.
500 South
Front Street, Suite 930
Columbus, Ohio 43215.
A U.S. Brokerage, Inc. representative will contact you immediately upon the receipt of
your application to provide you with the information you need to
begin trading on-line. Please note that funds or buying power must
be in your account BEFORE trades can be accepted. Should you desire
to enclose an initial deposit to your brokerage account please make
your personal check payable to: Penson Financial (see adding funds
to your account.) We will credit your deposit to your account
immediately.
By Mail
To request an application kit by mail, please click here.
If you need further information, you can reach
us at: info@usdb.com
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