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Country of Permanent Residence
Please select your country of taxation. This should reflect your current, permanent residence, not necessarily your country of origin or citizenship.
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Kind of Account -
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(Place your cursor over any account name
for a brief explanation)
General Investing
Individual Account
Individual Account
Account ownership by a single individual in their legal name only which, upon death of the owner, the account typically passes to the control of his or her estate.
Joint Tenants
Joint Tenants with Rights of Survivorship
Account ownership by two or more people in which, upon death of an owner, the surviving account owners automatically retain ownership of the account.
Joint Tenants in Common
Account ownership by two or more people in which, upon death of an owner, a proportional percentage of the account typically passes to his or her estate.
Trusts
Regular
Trust
A legal arrangement in which an individual (Trustor) gives fiduciary control of the account to a person or institution (Trustee) for the benefit of their estate or beneficiaries. A trust can include a variety of entities.
Keogh
Keogh
A U.S. tax-deferred qualified retirement plan for self-employed individuals and unincorporated businesses also known as a self-employed pension.
PSP
Profit Sharing Plan Trust
A Trust in which a defined portion or percentage of the account profits are shared with the trustee(s) on a defined basis.
MPP
Money Purchase Plan
A Trust in which a defined portion or percentage of the account is distributed to the trustee(s) on a defined basis whether the account is profitable or not.
Business
Corporate and LLC
Partnership
Investment Club
Minor
Custodial
Custodial Account
An account created for the benefit of a minor which is managed by an adult as the custodian.
Coverdell (educational IRA)
Coverdell Education Savings Account
An account designed to help fund a child's education. Contributions are taxed, but earnings used toward qualifying education expenses are tax exempt. The entire account must be disbursed prior to the beneficiary's 30th birthday. Any withdrawals after this date will be subject to income taxes and a penalty. The account may be transferred to another family member.
Minor Roth
Custodial IRA Account
An account created for the benefit of a minor that is managed by an adult as the custodian and restricted by the rules associated with corresponding IRA account. See also Traditional IRA and Roth IRA.
Minor Traditional
Custodial Traditional IRA
An account created for the benefit of a minor, managed by an adult as the custodian and restricted by the rules associated with an IRA account. Minor Traditional IRA accounts take advantage of a tax-deferred status and are used for qualified education expenses.
Individual Retirement Accounts
Traditional IRA
Traditional IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Earnings are tax-deferred until withdrawals begin. Eligible withdrawals may begin at age 59 1/2 or later, a 10% penalty will apply for non-qualified withdrawals made prior to age 59 1/2. Eligible withdrawals will be taxed at the current tax rate.
Rollover IRA
Rollover IRA
A traditional individual retirement account holding money from a qualified plan, such as a 401(k).
Roth IRA
Roth IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Contributions are subject to taxes. However, withdrawals, subject to certain rules, are tax exempt.
SEP IRA
SEP IRA
Simplified Employee Pension (SEP) IRA is a program that permits employers to make tax deductible contributions on behalf of themselves and their employees without complicated administration and high cost.
SIMPLE IRA
SIMPLE IRA
Savings Incentive Match Plan for Employees (SIMPLE IRA) permits employers to offer a salary deferral plan to their employees without complicated administration and high cost.
Account Type
Cash (No minimum deposit required)
Only Cash/Margin Accounts can trade options
Cash/Margin
In addition to stocks, bonds and mutual funds, I want to trade
Options
Futures
Does the
entity
allow for futures trading?
No
Yes
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