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Order Execution Only Account Welcome to BMO InvestorLineGUARANTEE OF ACCOUNTPlease ensure that you have read the below Terms and Conditions before completing this form. The Client whose account is

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How to fill out order execution only account

01

Contact the broker or financial institution offering order execution only accounts.

02

Complete the application form providing necessary personal and financial information.

03

Sign the terms and conditions outlining the details of the order execution only account.

04

Deposit funds into the account to start executing trades.

05

Familiarize yourself with the trading platform and place orders as needed.

Who needs order execution only account?

01

Individuals who prefer to make their own investment decisions without relying on financial advice.

02

Experienced traders who have a good understanding of the market and want full control over their trading activities.

03

Those who want to manage their investments actively and execute trades quickly without the need for a full-service brokerage account.

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What is order execution only account?

An order execution only account is an account where the broker is only responsible for executing trades as instructed by the account holder.

Who is required to file order execution only account?

Individuals or entities who want to have their trades executed without receiving any advice or recommendations from the broker.

How to fill out order execution only account?

To fill out an order execution only account, the account holder needs to provide their trading instructions to the broker without seeking any investment advice or recommendations.

What is the purpose of order execution only account?

The purpose of an order execution only account is to allow the account holder to have full control over their trading decisions without relying on the broker for advice or recommendations.

What information must be reported on order execution only account?

The order execution only account must include details of the trades executed, including the security traded, quantity, price, and execution time.

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