Forms

Forms

For Customers:

• ADMIS Account Application
• Limited Power of Attorney
• Sub Account Request
• Clearport/OTC Registration
• Custodial Account Agreement 
• ADMIS Wire Intructions
• Web Access Form
• Third Party Authorization Form for Duplicate Statements
• Client WEB Access Form
• Security Agreement
• Form W-9
• Bank Reference Letter
• Owner Identification Supplement
• Proprietary Funds Corporation Letter
• 3rd Party Authorization Form
• ADMIS Transfer Form
• POA Revocation Form

For CTAs & CPOs:

• Fee Payment Authorization
• Allocation Account Form
• POA Form
• Controller Identification

For Electronic Platform Traders:

• Online Access Agreement
• Onboard Platform Request
• Non-Professional Qualification Form

For Retirement Accounts (Must choose a custodian):

• Millennium Trust Company
• Advanta Trust
• Midland IRA