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Common Accounts
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| Individual
Account Cash |
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Individual
Acct. Trading
on Margin |
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Individual
Acct. Trading on
Margin and Options |
Required Forms:
New Account Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
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Required Forms:
New Account Download
Margin Agreement Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download
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Required Forms:
New Account Download
Margin Agreement Download
Options Agreement Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
| Sending
the Forms |
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Sending
the Forms |
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Sending
the Forms |
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| Joint
Account Cash |
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Joint
Account Trading
on Margin |
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Joint
Account Trading on
Margin and Options |
Required Forms:
New Account Download
Joint Tenants By Entirety Download
Joint WROS Agreement Download
Joint Tenants In Common Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
|
Required Forms:
New Account Download
Margin Agreement Download
Joint Tenants By Entirety Download
Joint WROS Agreement Download
Joint Tenants In Common Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
|
Required Forms:
New Account Download
Margin Agreement Download
Joint Tenants By Entirety Download
Joint WROS Agreement Download
Joint Tenants In Common Download
Options Agreement Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
| Sending
the Forms |
|
Sending
the Forms |
|
Sending
the Forms |
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Corporate
Account
Trading on Cash |
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Corporate
Account
Trading on Margin |
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Corporate
Account
Trading on Margin & Options |
Required Forms:
New Account Download
Corporation Cash Agreement Download
Corporate Resolution
Download
W-8 BEN Form (If not a US company) Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
|
Required Forms:
New Account Download
Margin Agreement Download
Corporation Margin Agreement Download
Corporate Resolution Download
W-8 BEN Form (If not a US company) Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
|
Required Forms:
New Account Download
Margin Agreement Download
Options Agreement Download
Corporation Margin Agreement Download
Corporate Resolution Download
W-8 BEN Form (If not a US company) Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook-
Download
Valet Account Agreement Download
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| Trust
Account Cash |
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Trust
Account
on Margin |
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Trust
Account on
Margin and Options |
Required Forms:
New Account Download
Trustee Certification Download
Copy of the Trust
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
|
Required Forms:
New Account Download
Trustee Certification Download
Copy of the Trust
Margin Agreement Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download
|
|
Required Forms:
New Account Download
Trustee Certification Download
Copy of the Trust
Margin Agreement Download
Options Agreement Download
Optional Forms:
Valet Account Application -Carrying Visa/Checkbook- Download
Valet Account Agreement Download |
| Sending
the Forms |
|
Sending
the Forms |
|
Sending
the Forms |
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| **Specialized
Forms |
Additional
forms such as Trading Authorizations, Wire Transfers,
W8's, and others, are only required depending on specific
circumstances or in your account selection. These forms
can be downloaded
here.
|
| Sending
the forms |
For
funding of your new account attach check or money order
payable to Ridge Clearing. You can also
attach an account transfer form (ACAT), in case you are
transfering securities from another account. See additional
forms for ACATs.
If you are wiring funds please obtain a
new account number from our new accounts deparment and
then submit the following wire
instructions to your bank.
Contacting BWS:
E-Mail: newaccounts@wallstreete.com
Telephone: (888)-9255783 or (305)-266-9120
Fax: 305-442-2616
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