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.

TRY PHONE ORDER ?

We also provides PHONE ORDER form 6:30 AM to 1:00PM
Monday to Friday (Pacific Time).

Globalink today continues to thrive on its fundamental value: Quality People & Quality Service.
We are continuing the streak in 2006 and you’ll be hard pressed to find another brokerage firm
which offers as many products and services as we do.

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You Have The Choice Of Establishing Different Types Of Brokerage Accounts.
Other Accounts You May Open Include:

Investment Club

A group of retail investors who pool some of their money and make joint investments. This account is registered in the name of the investment club. We require that one person be listed as the contact for the club. The benefits are diversification and shared knowledge.

Sole Proprietorship

A business structure in which an individual and his/her company are considered a single entity for tax and liability purposes. This account must be opened in the name of the sole proprietorship and you will need to provide the tax identification number of the proprietorship.

Partnership

A type of unincorporated business organization in which multiple individuals, called general partner(s), manage the business and are equally liable for its debts; other individuals called limited partners may invest but not be directly involved in management and are liable only to the extent of their investments. We require that one person be listed as the contact for the partnership.

Corporate

The most common form of business organization, and one, which is chartered by a state and given many legal rights as an entity, separate from its owners. Characterized by the limited liability of its owners, the issuance of shares of easily transferable stock, and existence as a going concern. This account must be opened in the name of the corporation. You must have a corporate resolution on file with a corporate seal or a notarized copy.

Trust

This account must be opened in the name of the trustee. A copy of the trust agreement must be provided for our records.

Retirement Accounts

Globalink wants you to make the most of your retirementsavings.Please Call for more Detail about our retirement services.