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Supplemental Forms

Account Transfer FormĀ 
Instructions to transfer account

Power of Attorney
Power of Attorney for Managed Accounts

Additional Risk Form
Additional Risk Disclosure Guidelines
Additional Risk Disclosure for select Individuals

Personal Funds Letter
Confirmation that funds belong to client opening account

Sub-Account Request Form
Form for customers requesting an additional managed account

Risk Disclosure
Disclosure statements.

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For Legal Entities

Foreign Tax Form (W-8BEN)
Certificate of Foreign Status for US Taxes

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Instructions for Foreign Tax Form W-8BEN

 

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IRA Accounts

Please click on the account type you are setting up and follow the instructions exactly so that your futures account may be open swiftly and properly:

Midland

Sales & Client Services
135 South LaSalle Street #2150
Chicago, IL 60603
Office: (239) 333-1032
Toll Free: (866) 839-0429
mail@midlandira.com

Vantage Retirement Plans, LLC
20860 N Tatum Blvd. Suite 240
Phoenix, AZ 85050
Toll Free: (866) 459-4580
Phone: (480) 306-8404
Fax: (480) 306-8408
https://www.vantageiras.com/

(800) 258-7878
Futures Department
2001 Spring Rd, Suite 700
Oak Brook, IL 60523
http://equityinstitutional.com/home.aspx


Trading futures and options involves substantial risk of loss and is not suitable for all investors. There are no guarantees of profit no matter who is managing your money. An investor must read and understand the Commodity Trading Advisors current disclosure document before investing. Past performance is not necessarily indicative of future results.



Michael A. DeRose - President / CEO

   

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Michael A. DeRose, CEO