Account Documents

Find, download, and print important forms, agreement, PDF files, tax forms and disclosures from our library. Our forms can be completed online (by clicking on the name) via DocuSign which will send us the finished document. 

This form can be used to make corrections to your account. 

Transfer assets from another financial institution to your E1 account.

Setup or change a bank for making ACH withdrawals from your E1 account.

Educational document for clients who are interested in investing in Bonds.

Change the physical and/or mail address

Add a beneficiary to your IRA accounts.

Add or change beneficiaries to your IRA accounts.

Take distributions against your Traditional, Rollover, or SEP IRA.

Transfer funds or assets from one E1 account to another.

Inbound Wire Instructions (GBP)

Wire instruction for funding your account with Pound Sterling.

Inbound Wire Instructions (USD)

Wire instruction for funding your account with US dollars. 

Apply for an extension of credit 

Margin Disclosure Form

Basic facts about purchasing securities on margin and the risks involved.

Trade options in your brokerage account. 

Option Booklet

This form can be used if you wish to received US Dollars

This form can be used if you wish to received Foreign Dollars. 

Your Trusted Contact Person will not be able to access your account or transfer assets to or from your account. 

W8-BEN

This tax form should be filled out if you are a foreign individual. Please ask your registered rep on how to fill it out.

W8-BEN-E

This tax form should be filled out if you are a foreign corporation. Please ask your registered rep on how to fill it out.

W9

This tax form should be filled out if you are a US Citizen. 

Inbound Wire Instructions (EUR)

Wire instruction for funding your account with Euros.

185 Hudson Street,

Suite 2500

Jersey City, N.J.  07311

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WORK TIME

Mon - Fri: 08:00 - 04:00 PM

Closed on Weekends

CONTACT

(212) 425-2670 (main)

(877) 873-9656 (fax)

(888) 391-2670 (toll-free)

info@e1am.com

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