Open Your Account   The easiest and quickest way to open an account is to apply online.   Open Your Account in 4 Easy Steps   You may also download an application kit, or request one by email or fax. Get an      Application Kit     18 Account Types to Choose From General Investing • Individual • Joint • Custodial for Minor (UGMA or UTMA) Individual Retirement Accounts • Rollover IRA • Roth IRA • SEP-IRA • Traditional IRA • Education IRA • SIMPLE IRA Speciality Accounts • Corporate • Non Profit • Investment Club • Limited Liability Company(LLC) • Partnership • Sole Proprietorship • Profit Sharing Plan for Small Business • Pension/Money Purchase Plan for small Business • Trust   3 Ways to Fund Your Account   Transfer from Another Institution Simply send us an Account Transfer Form as well as a copy of your account statement from the other firm showing account title, account number and positions.   Wire a Deposit It's fast and there is no fee for incoming wires.   Mail a Check We accept personal, bank and cashier checks.   See More   Get Organized Keep the following info at your fingertips and zip through our application process.   Personal Info Full Legal Name Address Date Of Birth   Non-U.S. Residents We must receive the W8-BEN form and a copy of government-issued photo id (such as a passport) before an account can be issued.   Common Forms   Corporate Accounts   Corporate Resolutions (PDF)       Trust Accounts   Include Your Trust   Agreement or a   Trustee certification form       IRAs   Traditional IRA Application   Roth IRA Application       More Forms...   Free Checkwriting Get unlimited checkwriting and a debit card with our PenFlex account. Get It