Download Forms

You may download and print our account forms, which are available in English and Spanish. Once printed, please read the documents carefully, provide all necessary information, and sign where required. You should then return the signed documents to your broker. If you prefer to send them directly to us, please be sure to put the name of your broker on the cover page of the account form. You may then mail the completed forms to our office or you can fax them to 646-512-5846.

Our downloadable forms are presented in a portable document file (PDF) format for your convenience. To view and print these forms, you will need to have Adobe Acrobat Reader on your PC. If you need to install Adobe Acrobat on your PC, please click the link below to download it for free.

Don't have the Adobe Acroba Reader?
Get Adobe Reader

Individual Account Application Download
Corporate Account Application Download
Joint Account Application Download
Power of Attorney Account Terms Download
Withdrawal Request Form Download
Revocation Form Download

Please select your account type on Foreign Exchange Account. Check Lists are provided for each account type in order to guide you through this process. Please do not forget to read the Electronic Risk Disclosure thoroughly prior to any action.

Submit by Mail:
If you would prefer to send these documents via email, please send them to this address:

If you return your application by mail please be sure to include the name of your broker on the application.

In case of withdrawal, please submit your form to this address:

Need Help?
If you have questions about our account application process, or if you have technical problems with our online or downloadable forms, please e-mail us at Our team will be happy to assist you.