Account Forms

Call Toll Free 1-877-950-9950

Select and download the appropriate forms below

	PROCEDURES FOR OPENING A NEW ACCOUNT To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means to you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. For further information on the regulatory Anti-Money Laundering Requirements, please click here
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	Account Forms
	Individual, Joint or Sole Proprietorship Forms

Corporations, LLC's, Partnerships, Trusts & Pension Plan Forms

	Customer Agreement and Disclosure Information Forms

	Additional Account Documentation

	Account Transfer Authorization Form
	Additional Risk Disclosure Form
	Additional Account Request Form
	Canadian Non-Solicitation Statement Form
	Change of Address Form
	Change of Ownership Letter
	Corporate Proprietary Letter
	Doing Business As Form
	Electronic Statements Consent Form
	Foreign Questionnaire Form
	Individual Proprietary Letter
	Letter of Direction Form
	Retirement Holdings Representation Form
	Sole Ownership Corporate Proprietary Letter
	Sole Proprietorship Certification Form
	Supplemental Customer Information Form
	Supplemental Risk Disclosure

	Security Futures Forms Important: To trade Security Futures you must click on and read
	Security Futures Risk Disclosure Document
	Security Futures Addendum

	Non-US Account Tax Forms
	W-8BEN
	W-8ECI
	W-8IMY
	W-8EXP

Print and Complete Forms

Please ensure you sign and date all appropriate areas on all applications and forms.

If you are a non-US account holder, please ensure you complete the relevant tax forms necessary for us to process your account.

Fax or Mail-In Forms

Fax or Mail-in Documents to CMB Trade Group.

Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact us.

	Phone/Fax: Fax: 972-490-6246 Toll Free: 877-950-9950 Phone: 972-392-1073
	Mailing Address: CMB Trade Group 17130 Dallas Parkway, Suite 265 Dallas, Texas 75370 Attn: New Accounts Dept.

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Futures and Commodities trading involves significant risk and is not suitable for every investor. Information is obtained from sources believed reliable, but is in no way guaranteed. The author may have positions in the markets mentioned including at times positions contrary to the advice quoted herein. Opinions, market data and recommendations are subject to change at any time. Past results are not indicative of future results.

CMB Trade Group is a National Futures Association member, and is registered with the Commodity Futures Trading Commission

This website is for informational purposes only