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Partner Programs

MB Trading (MBT) and MB Trading Futures (MBTF) users must review the following Provisions and indicate their agreement to these provisions by clicking "I agree" below.

MBT and MBTF provides third party links and software applications solely as a convenience or for educational or informational purposes to its users. MBT and MBTF customers / users must review the following Provisions and indicate their agreement to these provisions by clicking "I agree" below.

MBT and MBTF, including its officers, members or employees, may: (1) have an affiliation with independent third party providers; (2) have direct or indirect control over independent third party providers; and/or (3) have discretion to alter the content of any third party link or software application.

MBT and MBTF does review the content of third party websites for compliance with federal, state or SRO rules or regulations regarding promotional material including advertising unless, otherwise not required by regulation. By linking to any third party website, you acknowledge and affirm that upon clicking on a third party link, you will immediately leave a website maintained by MBT and MBTF. You further acknowledge that all websites accessed through any third party application are not controlled by MBT and MBTF, except for MBT and MBTF’s website.

MBT and MBTF does not warrant the timeliness, accuracy or completeness of any facts, material or information contained on any third party website that is outside the control or knowledge of MBT and MBTF. Moreover, MBT and MBTF does not warrant the functionality of any third party application downloaded from its website. By clicking on any third party link or downloading any third party application, you hereby confirm and agree that MBT and MBTF shall not be responsible or liable for any loss or damage caused by use of or reliance upon facts, material or information obtained through the use of the third party website or application or for any loss or damage caused by use of a third party application.

Any opinions or recommendations expressed on any third party website or within any third party application are solely those of the independent providers and are not the opinions, recommendations or necessarily the views of MBT and MBTF. Furthermore, MBT and MBTF does not provide any legal, tax, accounting or investment advice concerning the suitability or profitability of any security or investment information contained on the third party website. Such links do not constitute a solicitation by MBT and MBTF to buy or sell any security or other investment.

MBT and MBTF reserves the right, in its sole discretion, to add or discontinue third party links or software application downloads on its website at any time and for any reason. Trademarks, logos, and service marks represented on this website are trademarks of their respective companies. Permission was granted for their use.

If You Agree To The Disclaimer, Please Click Here

Stocks: Misc Paperwork

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:

MB Trading
Attn: New Accounts
1926 East Maple Ave.
El Segundo, CA 90245

alt Download Adobe Acrobat Reader to view PDF files.

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.

Check Request Form - To withdraw funds out of your account via check using regular mail or overnight delivery, please use this form and fax it to the cashiering department.

Domestic Wire Request Form - To withdraw funds out of your account via domestic wire (within the US), please use this form and fax it to the cashiering department.

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.

International Wire Request Form - To withdraw funds out of your account by international 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


**In order to receive market data for futures, all users must complete the Uniform Subscriber Agreement. This can be faxed (310-388-3115) or emailed to [email protected]