Follow The Steps
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.
NEW ACCOUNT
– 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
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?
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.
Profit Sharing, Individual(k) and Money
- – 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
Rule 144 Form (*.rar)
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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