Trading Direct

Open Account

You may apply for a new account online, or by printing paper forms...

Online Application:

Submit an online application (link opens in a new tab at to apply for an Individual, Joint, or Custodial account, or for a Traditional or Roth IRA.  


Paper Forms:

For those who prefer to fill out a paper form, and for all other types of accounts (i.e. Trust, Corporate, etc), please visit the Document Center to obtain necessary forms; or contact us to have any forms mailed, e-mailed, or faxed.


Note to International Investors:
Please visit the International Investors page, for details on how to open an individual account.