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TRADING AUTHORIZATION LIMITED TO PURCHASES AND SALES OF SECURITIES, OPTIONS AND COMMODITIES TO: FAIR-TRADE SECURITIES INC. AND TO: APEX CLEARING CORPORATION Account No. SS or ID No. Gentlemen: The
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How to fill out done - trading authorization
How to fill out done - trading authorization:
01
Obtain the necessary form: Start by obtaining the done - trading authorization form from the relevant financial institution or brokerage firm. This form is typically used to give someone else the authority to make trades on your behalf.
02
Provide personal information: Begin by providing your personal information on the form. This may include your name, address, contact information, and social security number. Make sure to fill out all the required fields accurately.
03
Identify the authorized individual: Specify the person or entity that you are granting trading authorization to. This could be a financial adviser, a family member, or a representative from a brokerage firm. Include their full name, contact information, and any relevant account numbers.
04
Specify the scope of authorization: Indicate the level of authority you are granting to the authorized individual. This may include the types of trades they can make, the amount of money they can invest, and any specific instructions or restrictions.
05
Review and sign the form: Take the time to review the completed form and make sure all the information provided is accurate. Once satisfied, sign and date the document as required.
06
Submit the form: After completing the form, submit it to the appropriate financial institution or brokerage firm. Follow their instructions on how to submit the form, whether it be in person, by mail, or online.
Who needs done - trading authorization?
Done - trading authorization may be needed by individuals who are unable or prefer not to actively manage their investment accounts. This could include busy professionals, elderly individuals, or those who lack the necessary knowledge or experience in trading. By granting trading authorization, these individuals can delegate the responsibility of making investment decisions to a trusted individual or entity. It is essential to carefully select the authorized person and clearly communicate the scope of their authority to ensure that your investment goals are met.
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