Forms that must be submitted by:
ALL TRUST Applicants
- Please complete Main Account Application
- Please carefully read through the Customer Agreement. Sign and return Signature Page 28 only
- Complete and sign Additional Risk Disclosure Document. Completion of this form is required if under the age of 21 or over the age of 65; if your income is less than $25,000; if you do not have at least six months of futures, securities, or foreign exchange investment or trading experience; if you are using retirement funds for trading capital. Under any of the above circumstances completion and signing of this form is required in order to be considered for a FXDD trading account
- Complete, sign and date Trust Authorization Form
- Submit a copy of Trust Agreement
- IRS Form W-9 if a US entity or W8-BEN if an entity located outside the US.
- Two clearly submitted forms of identification for ALL trustees.
For further information, please contact a FXDD representative at +1.212.791.3933 or call toll-free in the US at 1.866.FOR.FXDD, or email our Sales Department.
Forex is a High Risk Investment
Trading in the foreign exchange markets on margin carries a high level of risk, and may not be suitable for all individuals. The high degree of leverage offered in the Forex markets can work against you as well as for you. Before deciding to trade in the foreign exchange markets you should carefully consider your investment objectives, you level of experience, and your risk appetite. The possibility exists that you could sustain a loss of some or all of your equity and therefore you should not invest money that you cannot afford to lose. Only true excess disposable cash should be used in trading. You should make yourself aware of all the risks associated with foreign exchange trading and seek advice from an independent financial advisor if you have any questions or concerns as to how a loss would affect your lifestyle.
