Forms


Apply offline or add features to your account using the appropriate form(s) below. Simply complete, sign and mail. Call us at 866.996.8566 with questions of all kinds—which form(s) to use, which account type is right for you, and more.

Account Application Packages


Download, with one click, all forms required to apply for the designated account type.

Account Package Type

Stocks & Options

Futures
Individual Account Package Download Package Download Package
Joint Account (JTWROS or JTTEN) Download Package Download Package
Trust Account Download Package Download Package
Corporate Account Download Package Download Package
General Partnership Account Download Package Download Package
Limited Partnership Account Download Package
LLC Account Download Package Download Package
Sole Proprietorship Account Download Package Download Package
Roth IRA Account Download Package
Traditional IRA Account Download Package
Investment Club Download Package
Managed Account Agreement Download Package
Securities Futures Risk Disclosure Download Package
Single Stock Futures Account Addendum Download Package
Related Account Authorization Download Package

Software User Agreements


Required paperwork to use a chosen trading application as part of your Terra Nova account.

Agreement type

Print Form
Tradient Non-Professional Schedule A Print Form
Tradient Professional Schedule A Print Form
RealTick® User Agreement Online Form
RealTick® Non-Professional Users Print Form
RealTick® Professional Users Print Form
Sterling User Agreement Print Form

Account Forms Individually Listed


Download specific forms or supporting documentation needed for an account.

Form type

Print Form
New Account Application Print Form
Day-Trading Disclaimer Print Form
Customer Agreement Print Form
Account Transfer Form (ACAT) Print Form
Check Writing Form Print Form
Money Market Form Print Form
Check Writing with Debit Card Form Print Form
Corporate Resolution Print Form
General Partnership Print Form
Irrevocable Stock or Bond Power Print Form
Transfer on Death Form Print Form
Joint Account Agreement Print Form
Limited Partnership Print Form
Limited Liability Company (LLC) Print Form
Options Agreement Print Form
Options Price Reporting Authority Print Form
Roth IRA Print Form
Sole Proprietorship Print Form
Trade Authorization Print Form
Investment Club Print Form
Trust Certification Print Form
IRA Application Booklet Print Form
IRA Distribution Print Form
IRA Beneficiary Print Form
Simple IRA Print Form
W-8 Print Form
W-9 Print Form

Cashiering Forms



Form type

Print Form
Electronic Funds Transfer (ACH) Print Form
Check Request Print Form
Wire Transfer Print Form
Third Party Transfer Letter Print Form
The U.S. Securities and Exchange Commission has defined distinctions between “professional” and “non-professional” active investors that pertain to your employment and role (not your commitment to or longevity in trading) which will determine the type of account agreement you establish with Terra Nova. Refer to our online FAQs for more information.

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Terra Nova Financial, LLC. Member FINRA, NFA, SIPC, NYSE Arca, ISE & BOX. All securities and futures offered by Terra Nova Financial, LLC. Copyright© 1997-2009 Terra Nova Financial Group, Inc. All rights reserved.
The risk of loss in electronic active investing can be substantial. Therefore, you should carefully consider whether such trading is suitable for you in light of your circumstances and financial resources. Legal and disclosures.