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Getting Started

What documents are required to open an account?

The documents which are needed to be submitted as part of the application process vary by the account type (e.g., trader and investor, institutional, educator, referrer) and its structure (e.g., individual, trust, partnership, corporation, LLC). Detailed requirements are available on the website by choosing the Open Account link, then choosing your account type from the drop-down window and then clicking on the link titled "What You Need".

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