Forms & Applications

Our simple forms make it easy to do business with us.

If you don't see the form you need call 1-855-4-MY-BROKER (1-855-469-6537). You can fax us your application or other account related documentation and we will review it with you over the phone.

Our fax number is 718-436-2348 Please be sure to include a Fax Cover Sheet.

Account Opening Agreements


Please Note:
Our new account application covers all of the following account types. Please check off the box on top of first page to indicate the type of account you would like to open. In addition for a business account you will also need to fill out the agreement that matches your business classification.

New Account Application;

Business Account

Corporation

LLC

Partnership

Sole Proprietorship

Trust

Foreign New Account Application

Retirement Accounts

To open an IRA account you will need to fill a New Account Application, and our IRA application. The IRA Application covers all of the following types. Please check off the box on top of first page to indicate the type of IRA account you would like to open.

IRA Account Application

Transfers, Deposits & Withdrawals

Other Forms

Disclosures





© 2009 Kensington Capital. All Rights Reserved. Member FINRA / SIPC

Kensington Capital makes no investment recommendations and does not provide advice, including, but not limited to, financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. ■ Any stock, options, or futures symbols displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security. ■ In addition, the indicators, strategies, columns, articles, examples presented and all other Information on Kensington Capital's website are provided for informational and educational purposes only and should not be construed as investment advice.■ Such set-ups are not solicitations of any order to buy or sell. ■ Accordingly, you should not rely solely on the Information in making any investment. Rather, you should use the Information only as a starting point for doing additional independent research in order to allow you to form your own opinion regarding investments. ■ Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. ■ Kensington Capital's website makes no investment recommendations and does not provide advice, including, but not limited to, financial, tax or legal advice. ■ Please consult with a tax advisor as to how taxes may affect the outcome of options transactions/strategies. ■ Supporting documentation available upon request by contacting our customer service department at info@theequitybroker.com ■ System response and access times may vary due to market conditions, system performance, and other factors. ■ Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options. ■ Futures involve substantial risk and are not appropriate for all investors. Please read Risk Disclosure Statement for Futures and Options (PDF) prior to applying for an account.