Please contact us at (866) 628-3001 or send an email to [email protected] if you have trouble finding the form(s) you need. You may request any of the forms listed below via email. Please include your name, account user name, mailing address (if different from our records), and the name of the form you are requesting.
You may print any form below and mail to:
Attn: New Accounts
1926 East Maple Ave.
El Segundo, CA 90245
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Additional Account Types - Application for additional account types.
ACH (Automated Clearing House): Electronically transfer funds to and from your checking account. ACH transfers typically take 72 business hours to process and are available at no charge. There is a limit of $50,000.00 per account per day.
ACAT - Transfer all or part of an account from another brokerage firm. Please use a separate form for each account. A copy of the most recent statement for the transferring account must be included with this form.
DRS Form – Use this form to transfer shares electronically. These share’s must be DRS eligible, this means the shareholder is directly registered on the books of the transfer agent, so no physical stock certificate is needed.
DTC Form – Use this form to transfer cash positions (fully paid for stocks) electronically to and from existing broker and MB Trading. MBT's DTC number is 0158 Apex Clearing.
DWAC Form – Use this form to deposit and withdraw securities electronically between brokers using the Depositary Trust Company (DTC) and a transfer agent, with the transfer agent serving as custodian.
Funds Withdrawal Request - To withdraw funds out of your account via check or wire, please use this form and fax it to the cashiering department.
Futures Limited Trade Authorization - Authorizes an agent of the account holder to place futures transactions on behalf of the account holder. This form does not allow funds to be withdrawn from an account.
Internal Transfer Authorization - Transfer cash and securities between MB Trading accounts and/or other introducing brokers cleared by Apex.
IRA Cash/Security Journal Request - Required when transferring internally from your account to make a contribution.
IRA Deposit Slip - Required when submitting a check deposit into an Individual Retirement Account.
IRA Withdrawal Statement - Request funds from an IRA. Specifies a reason for the distribution, authorizes the distribution amount, and stipulates the method of payment of funds from an IRA.
Margin and Short Account Agreement - Convert an account from "cash" to "margin".
Multiple Username Request - Request additional usernames to your current trading account.
Options Account Application and OPRA Subscriber Agreement - Both these forms are needed to add option trading to your existing MB Trading account and to receive real-time option quotes within the MBT Desktop.
Securities Limited Trade Authorization - Authorizes an agent of the account holder to place securities transactions on behalf of the account holder. This form does not allow funds to be withdrawn from an account.
Transfer on Death - Select one more beneficiaries upon the death of the account holder.
W-8BEN - Declare non-resident alien individual, foreign entity or exempt foreign person status which is not subject to certain U.S. tax reporting or backup withholding rules.
Worthless Securities Letter - Instructions for handling securities that no longer have any value and are deemed "Worthless".
Uniform Subscriber Addendum** - Required to trade Futures.
Non Professional Agreement for Receipt of Canadian Market Data - Required to receive Canadian Market Data