Account Opening

The Open New Account screens are accessed through the Accounts drop-down menu and the Services drop-down menu.

For your convenience, TradeKing allows you to open multiple accounts in one pass through the new account registration process. Plus, you will have the option to save your work along the way. This makes it easy for you to link custodial accounts, IRA accounts and other accounts to your primary TradeKing account. The first account you open will be your primary account. Subsequent accounts will be automatically linked to the primary account. The first step is to select the number of each type of account you wish to open, using the drop-downs.

Please note that if you are not a U.S. citizen, you may be restricted from opening certain types of accounts.

Please post any questions or comments you have about this screen, or any tips you want to share with fellow TradeKing customers, below.

Thanks,
Neal