开户流程
格林证券理财通个人账户开户指南(Wedbush Securities)
您需要准备以下表格和文件:
有效的护照影印本
账户申请表 Account Application Form*
客户开户同意书 Customer Agreement*
清算服务同意书 Letter A / W-9*
外国人免税申请表 W8-Ben Form
外国人账户须填写并在外国税号处填入身份证号码
外国人使用本国地址说明书 W8-Ben Account Proof of Address
外国账户且用美国地址作为邮寄地址的须填写（注：如果您不使用美国地址作为您的邮寄地址，则不需要填此表）
您需要准备以下表格和文件:
有效的护照影印本
融资融券同意书 Margin Agreement
账户申请表 Account Application Form*
客户开户同意书 Customer Agreement*
清算服务同意书 Letter A / W-9*
外国人免税申请表 W8-Ben Form
外国人账户须填写并在外国税号处填入身份证号码
外国人使用本国地址说明书 W8-Ben Account Proof of Address
外国账户且用美国地址作为邮寄地址的须填写（注：如果您不使用美国地址作为您的邮寄地址，则不需要填此表）
您需要准备以下表格和文件:
有效的护照影印本
选择权交易同意书 Option Agreement
账户申请表 Account Application Form*
客户开户同意书 Customer Agreement*
清算服务同意书 Letter A / W-9*
外国人免税申请表 W8-Ben Form
外国人账户须填写并在外国税号处填入身份证号码
外国人使用本国地址说明书 W8-Ben Account Proof of Address
外国账户且用美国地址作为邮寄地址的须填写（注：如果您不使用美国地址作为您的邮寄地址，则不需要填此表）
请您将上列表格与文件填写完成后以邮寄的方式给我们
帐户类别
- – The Corporate Account Certificate must be signed by an officer other than the trader.
- – Include a copy of the state issued corporate certificate.
- – If the Corporation has only one officer, we require the One Person Corporation Certification form that is located under Individual Forms.
- – The Application side must include the minor’s name, address, social security number, date of birth, and citizenship.
- – The Custodian must complete the Co-Applicant side of the application.
- – The Account Application must be signed by the Custodian.
- – Complete the Investment Club Agreement
- – Enclose a copy of your Investment Club agreement including signature page.
- – Application to be signed by a authorized traders.
- – All joint owners must sign the Account Application.
- – Complete the Trust Account Certification
- – If this is a Testamentary Trust, we need a death certificate in addition to the application and Trust Account Certification
- – All Trustees must sign both forms