Grace Financial Group

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high net worth grace trader

IRA ACCOUNT

Professional Account

Corporate Account

Partnership Account

Non-Professional Account

• New Account Form

• Customer Agreement

• Trading Authorization

• W-9

• REDI Agreement

• Customer Affirmation

• NYSE/AMEX Non-Pro Agreement

• NASD Subscriber Agreement

• Principal Trust IRA Application

• IRA ACAT Form

• AML Document

ALSO NEEDED

- Photocopy of Dirvers license, Passport or Similar Document

- $65.00 Check made out to G.S.E.C ( Goldman Sachs Execution & Clearing L.P. )

- All originals MUST be submitted