RJO Account Opening Instructions

RJO Website

• RJO account forms
• AIM Advisory & Risk Agreement
• History of RJO 1914 to 2019
• How funds are protected

STEP 1 ACCOUNT PACKAGES

Select the type of account you are opening and download the appropriate account package.

   Account Opening Booklet for Persons

   Account Opening Booklet for Entities

   Disclosure booklet

STEP 2 ADDITIONAL ACCOUNT FORMS

Some accounts may need additional forms. Select the appropriate form(s) from the list below. Contact your RJO Futures representative if you are not sure if you need any of these forms.

   Account Transfer Form

   Managed Accounts (Power of Attorney)

   Exempt Commodity Trading Advisor Forms

   Power of Attorney Revocation

   Security Agreement and Assignment of Account

   RJO Hedge Representation Letter

   “Doing Business As” (DBA) Letter

   Document Delivery Form (Previously called Statement Notification/Delivery)

   Related Account Authorization Form

   Customer Address Change Form

   LME Disclosure Form

   Intent to Trade Certain Exchanges

   End User License Agreement (November 2017 version)

   IRS Substitute W-9

   Agreement for Direct ACH Debits and Credits

   W8BEN

   W8BEN-E

   Beneficial Owner Form

   Wire Instructions – Domestic

   Wire Instructions – Foreign

If you have any questions or need additional information contact us.

Regards,
Peter Knight Advisor
Contact Information

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