- US Market Accounts:
- New Accounts
- New Account Application
- Account Transfer Applications
- Deposits & Withdrawals
- Electronic Funds Transfer
- Corporate Accounts
- Please include a copy of the Articles of Incorporation with the appropriate Corporate Resolution form for each new corporate account.
- Certificate of Resolution
- Sole Proprietorships
- Sole Proprietorship Certification
- Sole Proprietor Non-Corporate Resolution
- Partnerships
- Certification of Partnership Agreement
- Trusts
- Trust Certification
- Certificate of Resolution
- Please include a copy of the Corporate Resolution form for each new Trust account with a Corporate Trustee.
- XecuteSM Auto-Trade (Login Required)
- Xecute Service Authorization
- Tax & Legal Forms
- Foreign Individual Tax Form (W8-BEN)
- Foreign Individual Tax Form Instructions
- Full Power of Attorney
- Limited Trading Authorization
- Stock Power of Attorney
- Australian Market Accounts:
- Withdrawal/Funds Transfers
- US to Macquarie CMT
- Macquarie CMT to US
- Transfer Between US Accounts
