Form Center - Velox

New Acct Forms

  1. Individual & Joint Account Application
  2. Margin Agreement

Corporate Forms

  1. Business Account Application
  2. DVP Account Questionnaire
  3. Corporate Resolution
  4. LLC Resolution

Transfers & Deposits

  1. Wire Instruction
  2. ACAT transfer in
  3. DTC/DRS transfer in
  4. Check request form

W8 Forms / W9 Form

  1. W-8BEN – Foreign Status – Individual/Joint
  2. W-8BEN-E – Foreign Entities – Corporate
  3. W-9 – Taxpayer – Corporate/Individual/Joint
  4. W-8 BEN/BEN-E & W-9 instruction in Chinese (Reference Only) 填写中文指引

Disclosure & Other Forms

  1. Day-trading Risk Disclosure
  2. Electronic Delivery Agreement and Disclosure
  3. Margin Disclosure Statement
  4. Extended-hour Trading Risk Disclosure
  5. IPO Disclosure and Certificate
  6. Open New Account Instruction (EN & CN)