
Open an Account
Thank you for visiting our account application page. If you prefer not to complete your application online, then please call our office at (727) 858-7800. We will assist you in determining exactly which forms you need to complete, based on the following items:
- Type of Account you are opening (Individual, Joint, Trust, Corporate, or IRA)
- Whether the account is a self-directed trading account, or an account that will be managed by a regulated money manager (CTA).
- If
it is a Managed Account, then you will be provided the
applicable managed account forms, including the applicable CTA
agreement and disclosure document. The documents may be signed
electronically if you prefer, using DocuSign. Contact us for more
information on opening an account.
Please click on the icon below to open an account online in just a few minutes.
Note: The free Adobe Acrobat Reader is required for reproduction of these forms. Click here to download it now.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE
RESULTS. INVESTORS MUST READ THE CURRENT DISCLOSURE DOCUMENT OF
THE RESPECTIVE PROGRAM BEFORE THEY INVEST. FUTURES AND OPTIONS
TRADING INVOLVES SUBSTANTIAL RISK OF LOSS NO MATTER WHO IS MANAGING
YOUR MONEY. AN INVESTOR COULD LOSE MORE THAN THE ORIGINAL
INVESTMENT. THERE IS UNLIMITED RISK OF LOSS IN SELLING
OPTIONS. A COMPLETE DISCUSSION OF FEES AND CHARGES ARE REPORTED
IN THE CTA’S DISCLOSURE DOCUMENT.