Please contact us at (866) 628-3001 or use our online chat in the lower-right corner of this webpage if you have trouble finding the form(s) you need.
To submit these documents to us, there are three options.
The preferred option is to log into our website and Submit a Ticket to the New Accounts department. Attach the document to the ticket. If you have a pending ticket already in place with the New Accounts department, you can simply respond to that ticket and attach the document.
You can fax the signed document to 866-699-0563; International: 704-457-2205.
Finally, you can also physically mail the ticket to us at this address:
PO Box 49050
Charlotte, NC 28277-3432
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ACH (Automated Clearing House) - Electronically transfer funds to and from your checking account. ACH transfers typically take 72 business hours to process and are available at no charge. There is a limit of $50,000.00 per account per day.
ACAT - Transfer all or part of an account from another brokerage firm. Please use a separate form for each account. A copy of the most recent statement for the transferring account must be included with this form.
Wire Transfer Request Form - To withdraw funds out of your account via wire, please use this form and send it to the cashiering department.
Internal Transfer Authorization - Transfer cash and securities between MB Trading accounts and/or other introducing brokers cleared by Apex.
IRA Deposit Slip - Required when submitting a check deposit into an Individual Retirement Account.
IRA Withdrawal Statement - Request funds from an IRA. Specifies a reason for the distribution, authorizes the distribution amount, and stipulates the method of payment of funds from an IRA.
Margin and Short Account Agreement - Convert an account from "cash" to "margin".
Options Account Application - This form is needed to add option trading to your existing MB Trading account.
Roth IRA Withdrawal Statement - Request funds from a Roth IRA. Specifies a reason for the distribution, authorizes the distribution amount, and stipulates the method of payment of funds from a Roth IRA.
Stock Power – Form to deposit physical shares of stock into your Equity account
Transfer on Death - Select one more beneficiaries upon the death of the account holder.
W-8BEN - Declare non-resident alien individual, foreign entity or exempt foreign person status which is not subject to certain U.S. tax reporting or backup withholding rules.
Worthless Securities Letter - Instructions for handling securities that no longer have any value and are deemed "Worthless".