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Application & Agreement Account Information Bank/Brokerage Firm Account Number (if new, leave blank) Account Name Taxpayer ID Number Date of Birth Joint Account Name Taxpayer ID Number Date of Birth
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How to Fill Out Application Agreement - OptionsXpress:

01
Visit the OptionsXpress website or contact their customer service to obtain the application agreement form.
02
Read the instructions and terms carefully to understand the requirements and obligations involved.
03
Fill out your personal information accurately, including your full name, address, phone number, and email address.
04
Provide your Social Security number or other identification details as required by the application agreement.
05
If applicable, fill out the information regarding your employer or financial advisor.
06
Complete the sections related to your investment experience, including your knowledge, objectives, and risk tolerance.
07
Sign and date the application agreement form to acknowledge that you have read and understood the terms.
08
If required, enclose any additional documents or information requested in the form.
09
Review the completed application agreement for accuracy and make any necessary corrections.
10
Send the application agreement to the designated address provided by OptionsXpress.

Who Needs Application Agreement - OptionsXpress:

01
Individuals interested in opening a brokerage account with OptionsXpress.
02
Investors who want to trade stocks, options, futures, or other securities through OptionsXpress.
03
Clients who wish to access the investment services and platforms provided by OptionsXpress.
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The application agreement - optionsxpress is a legal document that outlines the terms and conditions for opening an account with optionsXpress.
Any individual or entity looking to open an account with optionsXpress is required to file the application agreement.
To fill out the application agreement, one must provide personal and financial information as required by optionsXpress.
The purpose of the application agreement is to establish the rights and responsibilities of both the customer and optionsXpress when opening an account.
The application agreement typically requires information such as personal details, financial information, investment objectives, and risk tolerance.
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