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Below is a list of all the materials that are available to download for fxdirect. Just click on a link to start downloading.

Account Opening Documents
       Individual Account
       Joint Account
       Corporate Account
       Partnership or LLC Account

Demo Software

fxdirect Software

Installation Instructions
       HTML
       PDF

Usage Instructions
       HTML
       PDF

 

Account Opening Documents

Individual Account

Mandatory Forms

Instruction sheet
Customer Account Application
Customer Agreement
Risk Disclosure Statement
Trading Policies
Commissions & Fees
Customer Undertakings Agreement and Power of Attorney
TAIB Account Agreement
Signature Card
Disclaimer/Fax Indemnity Letter
Know Your Customer - Form I
W-8BEN (Certificate of Foreign Status of Benificial Owner for US Tax Withholding)

Additional Documents
Wire Transfer Instruction Form – Personal to Demand Account
Wire Transfer Instruction Form – Demand to Custody Account
Wire Transfer Instruction Form – Withdrawal
Modify Account Details Form

Click here to download all Individual Account documents as a WinZip file


Joint Account

Mandatory Forms

Instruction sheet
Customer Account Application
Customer Agreement
Risk Disclosure Statement
Trading Policies
Partnership, Trust, LLC or Joint Account Form
Commissions & Fees
Customer Undertakings Agreement and Power of Attorney
TAIB Account Agreement
Signature Card
Disclaimer/Fax Indemnity Letter
Know Your Customer - Form I
W-8BEN (Certificate of Foreign Status of Benificial Owner for US Tax Withholding)

Additional Documents

Wire Transfer Instruction Form – Personal to Demand Account
Wire Transfer Instruction Form – Demand to Custody Account
Wire Transfer Instruction Form – Withdrawal (HTML link)
Modify Account Details Form

Click here to download all Joint Account documents as a WinZip file


Corporate Account

Mandatory Forms

Instruction sheet
Customer Account Application
Customer Agreement
Risk Disclosure Statement
Trading Policies
Institutional Customer Certification
Corporate Resolutions
Commissions & Fees
Customer Undertakings Agreement and Power of Attorney
TAIB Account Agreement
Signature Card
Disclaimer/Fax Indemnity Letter
Know Your Customer - Form II
W-8BEN (Certificate of Foreign Status of Benificial Owner for US Tax Withholding)

Additional Documents

Wire Transfer Instruction Form – Personal to Demand Account
Wire Transfer Instruction Form – Demand to Custody Account
Wire Transfer Instruction Form – Withdrawal
Modify Account Details Form

Click here to download all Corporate Account documents as a WinZip file

Partnership or LLC Account

Mandatory Forms

Instruction sheet
Customer Account Application
Customer Agreement
Risk Disclosure Statement
Trading Policies
Institutional Customer Certification
Partnership, Trust, LLC or Joint Account Form
Commissions & Fees
Customer Undertakings Agreement and Power of Attorney
TAIB Account Agreement
Signature Card
Disclaimer/Fax Indemnity Letter
Know Your Customer - Form II
W-8BEN (Certificate of Foreign Status of Benificial Owner for US Tax Withholding)

Additional Documents

Wire Transfer Instruction Form – Personal to Demand Account
Wire Transfer Instruction Form – Demand to Custody Account
Wire Transfer Instruction Form – Withdrawal
Modify Account Details Form

Click here to download all Partnership & LLC Account documents as a WinZip file


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