Follow The Steps

1.

PRINT THE FORM

2.

COMPLETE THE APPLICATION FORMS

3.

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

ACCOUNT TYPES

Globalink offers its customers a variety of investments accounts to choose from. You can open individual accounts, joint accounts and custodial accounts, etc.

Foreign Accounts

If you are claiming foreign citizenship, then we do not need your social security number on your account form or required documents. You will need to fill out and sign your online service agreement, W-8 and other forms.

Custodial Accounts

This account is created for the benefit of a minor (an individual under the age of 18), with an adult as the custodian. This type of account cannot have margin capabilities and the custodian, not the minor, must sign all required documents.

Joint Accounts

This account is opened when two people would like to open up one brokerage account and wish to be listed together. The primary tenant’s social security number will be used for the account and is also responsible for all tax liabilities for the account. All checks and written correspondence must be in both tenants’ names.

Individual Accounts

If you are interested in opening an account for one person, and that person is not a minor, you can open an individual account. The account form must include a social security number if you are a U.S. Citizen or a Resident Alien. The person named on the account is responsible for all account activity and all of its tax liabilities.

Retirement Accounts

Our firm provide different retirements accounts service for US domestic clients:
Traditional and Roth IRA
SIMPLE IRA/401K
Profit Sharing/Pension Plan / Keogh
SEP IRA / SAR-SEP IRA
INDIVIDUAL 401K/PS PLAN

Joint Tenants in Common (JTTEN)Joint Tenants with Rights of Survivorship (JTWROS)

In the case of death of one of the tenants listed on the account, the surviving tenant receives his/her portion. The deceased person’s portion will revert to his/her estate.

In the case of death of one of the tenants listed on the account, the surviving tenant will gain soul possession of the account.

NEW ACCOUNT

  • Letter A W-9 201410 Forms fill-in Form (2)

  • MARGIN AGREEMENT

  • Missing F-TIN

  • New Account Set Up (2)

  • New application 

  • New Customer Agreement

  • W8bene 2017

    • – 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.
    • – 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

    Who Needs To Allocate?

    But asset allocation is ideal for those of us who aren’t psychic, who need money in the foreseeable future and who are prone to do silly things if our net worth dips too fast.By balancing the types of assets we own among stocks, bonds, and cash, we trade the best? returns we’d get if we timed the markets perfectly for predictability and piece of mind.No one mix of assets is right for everyone all the time. Those closer to needing their money may put a premium on predictability. For them, an asset allocation that tries to minimize losses is a good choice. But that same allocation would be a poor choice for a young investor with 40 years to go before retirement. It sacrifices too much potential return for safety that this investor doesn’t need.


    Who Needs To Allocate?

    But asset allocation is ideal for those of us who aren’t psychic, who need money in the foreseeable future and who are prone to do silly things if our net worth dips too fast.By balancing the types of assets we own among stocks, bonds, and cash, we trade the best? returns we’d get if we timed the markets perfectly for predictability and piece of mind.No one mix of assets is right for everyone all the time. Those closer to needing their money may put a premium on predictability. For them, an asset allocation that tries to minimize losses is a good choice. But that same allocation would be a poor choice for a young investor with 40 years to go before retirement. It sacrifices too much potential return for safety that this investor doesn’t need.

    IRA ACCOUNT

    Traditional and Roth Combo IRA Kit & Additional Required Document :

    •  – Complete the Investment Club Agreement
    • – Enclose a copy of your Investment Club agreement including signature page.
    • – Application to be signed by a authorized traders.
    • – Complete the Qualified Plan Certification Form.
    • – The Brokerage Account Application must be signed by all.

    Traditional and Roth Combo IRA Kit & Additional Required Document :

    Traditional and Roth Combo IRA Kit & Additional Required Document :

    Correspondent Custodial Qualified Plan Acct
    Plan Document for Profit Sharing, Individual(k) and Money Purchase Plans

    •  – All joint owners must sign the Account Application.

    Traditional and Roth Combo IRA Kit & Additional Required Document :

    Correspondent Custodial Qualified Plan Acct
    Plan Document for Profit Sharing, Individual(k) and Money Purchase Plans

    OTHER FORMS

    Non-CorporateResolutio

    Worthless Letter

    Automated Clearing House Authorization

    Fund Withdrawal Form

    Worthless security letter

    IRA Distribution Form (Trustar)

    Change Address Form

    Rule 144 Form (*.rar)

    Wire Instructions/ Incoming

    Householding Form

    Standing Fee Authorization

    IRA Distribution Form Instruction

    IRA Private Placement Form

    Stock Option Exercise From

    IRA Account Instruction

    Rollover Certification

    IRA Distribution Form (Wedbush)

    Transaction Charges for Special Service

    Creditplus Application (Check Application)

    Limited Power of Attorney

    LOA Change of Ownership

    Account Transfer Form

    – Both the account holder and the authorized trader must sign the form.

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

    PLEASE READ THE IMPORTANT DISCLOSURES BELOW

    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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