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Frequently Asked Questions

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Clearing Firm: Wedbush Morgan Securities             

 

Use this page to access the forms you need to establish an account with Globalink Securities, Inc. Select one of the categories below, or scroll through the list to find the form you need. You must download the form, print the form, complete the form and mail to Globalink Securities, Inc. office.

 

(1)  Print the form.
(2) Complete the Application Forms.

(3) In order for your account to be opened promptly and accurately, please legibly print all of your information. In addition 

     please DO NOT use white-out or cross out any information.

(4) Complete all sections of forms. Failure to do so will cause prolonged processing time.

(5) Mail the application to our office. mailing address

 

New AccountIRA AccountOther Forms

 

4Account Transfer Form
* - If transferring from a brokerage firm, complete the Account Transfer Form.
   - If transferring from a Mutual Fund company, complete one Account Transfer Form per fund that will be transferred.
   - Make sure the account at Globalink is registered in the same name(s) as the sending firm.
   - Enclose a copy of a recent statement from the sending firm.
   - All account holders must sign on bottom of page.

                                                                

4Limited Power of Attorney

* - Both the account holder and the authorized trader must sign the form.

 

4LOA Change of Ownership

* - Complete the Letter of Authorization which corresponds to the action you wish to take.
   - All account holders must sign the form.

 

4Non-CorporateResolution

4Fund Withdrawal Form

4Change Address Form

4Creditplus Application (Check Application)

4Householding Form

4IRA Private Placement Form

4Rollover Certification

4Worthless Letter

4Worthless security letter

4Rule 144 Form (*.rar)

4Automated Clearing House Authorization

4Standing Fee Authorization

4Stock Option Exercise From

4IRA Distribution Form (Wedbush)

4IRA Distribution Form (Trustar)

 

4Wire Instructions/ Incoming

4Transaction Charges for Special Services

4IRA Distribution Form Instruction

4IRA Account Instruction

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System response and account access times may vary due to a variety of factors, including trading volumes,
market conditions, system performance, and other factors.
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System response and access times may vary due to market conditions, system performance, and other factors.