At E1, we make it easy to open a new account so you can start reaching your financial goals as soon as possible. To get started, please complete the form below. As a matter of policy, we do not collect any sensitive information at this time. Once completed, one of our investment specialists will contact you.

The following resources forms are made available in the Adobe Acrobat format. The free Acrobat Reader may be downloaded here.

• New Account Application
• Margin Agreement
• Option Agreement
• Pro Cash Plus Agreement
• NetXView Application
• Traditional IRA
• Roth IRA
• W8 BEN Certificate of Foreign Status
• Certificate of Sole Proprietorship (Corporate Accounts)
• Corporate Resolution
• Account Transfer Form
• IRA Contribution Form
• Full Trading Authorization
• Stock/Bond Power
• Transfer on Death Agreement - Individual Account
• Transfer on Death Agreement - Joint Account
• Trust Certification
• Sep IRA
• E1 Margin Disclosure Form
• E1 Options Disclosure Form

To help the US 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 a brokerage (bank) account.

To that end, we have chosen to require a copy of your passport or a copy of a government issued ID (driver's license, government ID card, etc.) in order to satisfy this regulation. We will be requesting a copy of this ID along with your account opening documents to retain in our files.