Get the free Non-US Person Brokerage Account Application

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is International Brokerage Application

The Non-US Person Brokerage Account Application is a document used by non-US individuals to apply for a brokerage account with Scottrade.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable International Brokerage Application form: Try Risk Free

Rate free International Brokerage Application form

4.4

satisfied

43 votes

Who needs International Brokerage Application?

Explore how professionals across industries use pdfFiller.

International Brokerage Application is needed by:

Non-US citizens seeking investment opportunities.
Foreign investors interested in trading in U.S. markets.
Individuals needing to provide proof of identity for account creation.
Applicants requiring a brokerage account without U.S. residency.
Co-applicants who want to share account responsibilities.

Comprehensive Guide to International Brokerage Application

What is the Non-US Person Brokerage Account Application?

The Non-US Person Brokerage Account Application serves as a submission method for non-US individuals seeking to open a brokerage account with Scottrade. This form requires essential personal information, including your name, address, and identification details, such as a passport or resident card number. Accurately providing these details is crucial for successful processing of your application.

Purpose and Benefits of the Non-US Person Brokerage Account Application

Opening a brokerage account can empower non-US persons to engage in international trading and investment. With this account, foreign investors can access various investment opportunities that may not be available to them in their home countries. By filling out the application, you can unlock the potential for diversified investments across global markets.

Who Needs the Non-US Person Brokerage Account Application?

This application targets non-US citizens and foreign investors interested in establishing a brokerage account. Scenarios where this form becomes necessary include situations such as investing in U.S. real estate or engaging in stock trading. For individuals looking to tap into U.S. financial markets, this application is essential.

Eligibility Criteria for the Non-US Person Brokerage Account Application

Applicants and co-applicants must meet specific criteria to complete the Non-US Person Brokerage Account Application successfully. Key requirements include:

Age: Applicants must be of legal age to open an investment account.
Citizenship: Must be a non-U.S. citizen.
Residency: Applicants should provide proof of residency outside the U.S.

Understanding these eligibility criteria is vital to ensure a smooth application process.

How to Fill Out the Non-US Person Brokerage Account Application Online (Step-by-Step)

Here is a guide to filling out the Non-US Person Brokerage Account Application online:

Open the application form provided by Scottrade.
Enter your personal details, including full name and address.
Provide identification information such as your passport or resident card number.
Fill in employment details and anticipated fund transfers.
Select the desired account types using the checkboxes provided.
Review the form thoroughly to ensure all fields are completed accurately.

Following these steps closely helps prevent errors in submission.

Common Errors and How to Avoid Them

Applicants often make common mistakes that can delay the processing of their Non-US Person Brokerage Account Application. Frequent errors include:

Leaving mandatory fields blank.
Providing incorrect identification details.
Submitting incomplete employment information.

To avoid these pitfalls, double-check that all required fields are completed before submission, ensuring a timely review process.

How to Sign the Non-US Person Brokerage Account Application

When signing the application, you may be required to use a wet signature or a digital signature, depending on the submission method. For eSigning, follow the platform's specific instructions to ensure compliance with legal standards. Completing the signing accurately confirms your agreement with the brokerage account terms.

Required Documents and Supporting Materials

Alongside the Non-US Person Brokerage Account Application, you must supply several additional documents, including:

A valid passport or residency card.
Proof of residency.
Employment verification details.

Having these supporting materials ready facilitates a smooth application process.

What Happens After You Submit the Non-US Person Brokerage Account Application?

Once you submit your application, you can expect an application review. Typical timelines may vary, so it's essential to monitor the status of your application. If there are delays or if your application is rejected, refer to the institution's guidelines for next steps regarding corrections or resubmissions.

Experience the Ease of Using pdfFiller for Your Non-US Person Brokerage Account Application

pdfFiller streamlines the process of filling out, editing, and submitting the Non-US Person Brokerage Account Application. Utilizing pdfFiller ensures that your sensitive information remains protected through advanced security measures, including 256-bit encryption and compliance with regulations such as HIPAA and GDPR. Enjoy a hassle-free experience in managing your brokerage application with pdfFiller.

Last updated on May 3, 2026

How to fill out the International Brokerage Application

1.

Access pdfFiller and search for the Non-US Person Brokerage Account Application form.
2.

Open the form to view its multiple fillable fields, including personal and employment details.
3.

Gather necessary information such as your name, address, passport or resident card number, and date of birth before starting.
4.

Use pdfFiller's interface to click on each field to enter data, ensuring accuracy as you proceed.
5.

Review each section to confirm that all required fields are filled out correctly.
6.

Pay special attention to checkboxes for account types and ensure your employment status is clearly indicated.
7.

Once satisfied with your entries, use pdfFiller's tools to finalize the document and save your progress.
8.

You can download the completed form to your device or submit it directly through the pdfFiller application.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to fill out the Non-US Person Brokerage Account Application?

This application is intended for non-US individuals who wish to open a brokerage account with Scottrade. Applicants must provide valid personal identification and information regarding their employment status and source of funds.

Are there deadlines for submitting the application?

While specific deadlines may vary, it’s advisable to submit your application as soon as possible to ensure timely processing. This can depend on your intended trading schedule and market access.

How do I submit the completed application form?

Upon finalizing the application on pdfFiller, you can submit the form digitally. Alternatively, download and send it through email or physical mail to Scottrade, ensuring you check their submission guidelines.

What supporting documents are required with the application?

You will typically need to provide proof of identity such as a passport or resident card, details of your employment, and information regarding the source of your funds.

What mistakes should I avoid when completing the form?

Common mistakes include failing to fill out all required fields, not providing accurate contact information, and neglecting to sign the application where required. Double-checking your entries can prevent delays.

How long does it take to process the application?

Processing times can vary, but expect it to take a few business days once Scottrade receives your application. Check their website or contact customer service for specific timeframes.

Can I make changes to my application after submission?

If you need to change information after submitting your application, contact Scottrade’s customer support for guidance on how to correct or update your application.