This page lists required documents to open the following types of accounts:

All Accounts

• CFTC Privacy Notice
• Customer Acknowledgement and Warranty
• 5525M - Risk
• Form W-8ECI
• Form W-8BEN
• Form W-8EXP
• Form W-8IMY

Individual/Joint Account

• Customer Account Application
• Joint Application Supplement

Corporate/LLC Account

• 5525M - Corporate

Partnership Account

• 5525M - Partnership

Trust Account

• 5525M - Trust

You can save the forms to your computer, or print them from your browser window. If you have any questions about our application process, please contact our Customer Support Center at 800-842-7263.

To apply, please complete all forms and fax or mail the signed papers to:

Rand Financial Services, Inc.
Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1950
Chicago, Illinois 60604

Fax: 312-427-3045

Note: Acrobat Reader is required to open files in pdf format. Acrobat Reader is available for free download.