Find The Forms You Need
ACCOUNT TYPES
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.
Entity Account/Trust Account |
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Trustee Certification |
Corporate Resolution |
W-8 BEN Form for Entity-foreign Entity account |
Retirement & Educational Accounts |
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Traditional, Roth, Sep & Rollover IRA Application |
SIMPLE IRA Application |
Coverdell ESA Application |
IRA Distribution Form |
Margin Account & Option Privileges Forms |
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Margin Application & Agreement |
Option Application & Agreement |
Account Funding & Transfer Forms |
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AHC Form |
Account Transfer Form |
Incoming Wire instruction |
Withdrawal form |
Entity Account/Trust Account |
---|
Trustee Certification |
Corporate Resolution |
W-8 BEN Form for Entity-foreign Entity account |
Retirement & Educational Accounts |
---|
Traditional, Roth, Sep & Rollover IRA Application |
SIMPLE IRA Application |
Coverdell ESA Application |
IRA Distribution Form |
Margin Account & Option Privileges Forms |
---|
Margin Application & Agreement |
Option Application & Agreement |
Account Funding & Transfer Forms |
---|
AHC Form |
Account Transfer Form |
Incoming Wire instruction |
Withdrawal form |
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.
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.
| Online Brokerage User Addendum | Disclaimers | User Agreement | Business Continuity Plan | DISCLOSURE STATEMENT-FACTS ABOUT YOUR BORROWING COSTS AND OTHER MATTERS |
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