Get the free SpeedTrader Know Your Client CORP -Amended020116docx

Foreign Clients Know Your Client Questionnaire It is Stock USA Execution Services, Inc. policy to know our clients. A copy of this form must be completed for each beneficial owner and×or signatory

How to fill out speedtrader know your client

How to fill out Speedtrader Know Your Client:

1. Login to your Speedtrader account using your username and password.
2. Once logged in, navigate to the "Client Services" section of the platform.
3. Under "Client Services", you will find the "Know Your Client" form. Click on it to open the form.
4. The form will require you to provide personal information such as your full name, contact details, date of birth, and social security number.
5. Fill in the necessary fields accurately and double-check for any errors before submitting the form.
6. Additionally, the form may request information about your employment, financial information, investment objectives, and previous investment experience. Provide the required details based on your individual circumstances.
7. Some sections of the form may require supporting documents. Make sure to attach any relevant documents as instructed.
8. Once you have completed all the required fields and attached the necessary documents, review the form one last time for accuracy.
9. Finally, click on the "Submit" button to send your completed Know Your Client form.

Who needs Speedtrader Know Your Client?

1. Individuals or entities who wish to open an account with Speedtrader.
2. New clients who are starting a relationship with Speedtrader and need to provide their personal and financial information.
3. Existing clients who have not previously filled out the Know Your Client form or when there are significant changes to their personal or financial circumstances that require an update.

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