Document Download Area

Some of these documents are in Adobe PDF format. Download a free copy
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Most of our account documents are accepted via fax. Certain forms may require originals.

New Accounts

Deposit/Withdrawal

Electronic Funds Transfer

Corporate Accounts

Please include a copy of the Articles of Incorporation with the appropriate Corporate Resolution form for each new corporate account.

Certificate of Resolution (PDF)

Trusts

Trust Certification/ERISA Agreement (PDF)

Xecute^SM Auto-Trade (Login Required)

Xecute Service Authorization

Misc. IRA Forms

Tax & Legal Forms

Foreign Individual Tax Form (W8-BEN) (PDF)
Foreign Individual Tax Form Instructions (PDF)
Full Power of Attorney (PDF) - Not valid for IRA's.
Limited Trading Authorization (PDF)
Stock Power of Attorney

Transfer on Death Agreement (PDF)

U.S. W-9 Tax Form (PDF)

India Form A2 (PDF)

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System response and access times may vary due to market conditions, system performance, and other factors. Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options or available by calling 1-888-280-8020 | 312-629-5455. Futures involve substantial risk and are not appropriate for all investors. Please read "Risk Disclosure Statement for Futures and Options" (PDF) prior to applying for an account. © 2008 optionsXpress, Inc. All rights reserved. Member FINRA, SIPC, CBOE, ISE, ArcaEX, BOX, PHLX, and NFA Terms & Conditions Policies