Clearing Firm: Wedbush Morgan Securities             

 

Use this page to access the forms you need to establish an account with Globalink Securities, Inc. Select one of the categories below, or scroll through the list to find the form you need. You must download the form, print the form, complete the form and mail to Globalink Securities, Inc. office.

 

(1)  Print the form.
(2) Complete the Application Forms.

(3) In order for your account to be opened promptly and accurately, please legibly print all of your information. In addition 

     please DO NOT use white-out or cross out any information.

(4) Complete all sections of forms. Failure to do so will cause prolonged processing time.

(5) Mail the application to our office. mailing address

 

 

Individual Account                                                                                               

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

 

Corporate Account                                                                                             

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

4Corporate Account Agreement

4Corporate Resolution

*  - The Corporate Account Certificate must be signed by an officer other than the trader.

    - Include a copy of the state issued corporate certificate.

    - If the Corporation has only one officer, we require the One Person Corporation Certification form that is located under

      Individual Forms.

Custodial Account                                                                                                

4Account Application Form
4Customer Agreement

4W9(Letter A)

4Margin Agreement

4Option Agreement

4Account Transfer Form

* - The Application side must include the minor's name, address, social security number, date of birth, and citizenship.
   - The Custodian must complete the Co-Applicant side of the application.
   - The Account Application must be signed by the Custodian.

Investment Club Account                                                                                     

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

4investment club Application Form

* - Complete the Investment Club Agreement
   - Enclose a copy of your Investment Club agreement including signature page.
   - Application to be signed by a authorized traders.

Joint Tenant Account                                                                                           

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

* - All joint owners must sign the Account Application.

 

Trust Account                                                                                                      

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

4Trustee Certification/Page 1 2

* - Complete the Trust Account Certification
   - If this is a Testamentary Trust, we need a death certificate in addition to the application and Trust Account Certification
   - All Trustees must sign both forms

 

Partnership / Limited Partnership / Sole Proprietorship Account                    

4Account Application Form
4Customer Agreement

4W9(Letter A)

4W-8 Ben (Foreign Account)

4Margin Agreement

4Option Agreement

4Account Transfer Form

4Partnership Agreement

4Sole Partnership Agreement