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Account Forms

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Online Electronic Account Forms

Click on the link below to choose which type of trading account you wish to open. Your trading account will be with either Wedbush Securities Inc. or with Rosenthal Collins Group, depending on the type of account you wish to open.

Regardless of where your account funds are held, the account will be serviced by the Ira Epstein Division of Linn & Associates, LLC.

Individual Account Forms

Account Form Link

Corporate, Trust, Partnership, LLC, Joint Accounts

Account Form Link

Non-U.S. Accounts

All Non-USA Citizen Accounts must fill out: Supplemental Customer Information
Canadian Citizens must fill out: Canadian Non-Solicitation Statement
Beneficial owner claiming foreign status or treaty benefits download - W8-Ben
Foreign Partnership
- W-8ECI or W-8IMY
Foreign government, international organization, foreign central bank of issue, tax exempt organization or private foundation - W-8EXP or W-8ECI
Person acting as an intermediary - W-8ECI or W-8IMY
Person claiming an exemption from US withholding on income effectively connected with the conduct of a trade or business in the United States - W-8ECI

Additional Account Documentation

Supplemental Risk Disclosure Document (must be signed if you've never traded futures before)
Discloser Document CFTC 1 55(must be signed by all
Personal Guarantee (Required for Corporations, IRA Accounts, Sole Proprietorships, LLCs)
Corporate Resolution Document
Power of Attorney Form (must be signed if a third party is managing your account)

Mailing Address and Fax Number

Linn & Associates, LLC
Chicago Board of Trade
141 W. Jackson Blvd, 1220A
Chicago, IL 60604

Fax Number: 312-264-2812

Funding your account

Once your account is reviewed and approved by the Compliance Department, you will have several ways to fund your account.

These include:

Wire Transfers
ACH Transfers
Sending in a check