GFT Joint Account Documents
Individual Account Application - These documents are not needed if online application has been submitted.
Co-Owncer Account Application
W-9(US Clients)*
W-8 BEN (non-US Clients)*
Additional Risk Disclosure* - Only needed if annual income or net worth is below $25,000.
Disclosure Statement (read only)
Trading Regulations (read only)
Spousal Applicants:
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Primary applicant must fill out the application and complete the spousal information box. |
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Government-issued photo ID with current address for BOTH applicants. If the photo ID does not contain a current address, please send in another form of ID verifying the PRIMARY applicant's name and address (bank statement, utility bill or any other government-issed ID within the last 90 days). |
Non-Spousal Applicants:
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Primary applicant must fill out the application and secondary account holder must complete the co-owner application. |
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Government-issued photo ID with current address for BOTH applicants. If the photo ID does not contain a current address, please send in another form of ID verifying BOTH applicants' names and addresses (bank statement, utility bill or any other government-issed ID within the last 90 days). |
* For US clients, only one W-9 needs to be completed by the PRIMARY APPLICANT. For non- US clients, one W-8 BEN needs to be filled out for EACH APPLICANT.
Once we receive your account opening documentation together with proof of identity you will receive a confirmation receipt of documentation by e-mail. For any questions concerning setting up an account call customer support at (801) 794-3021 or contact us by e-mail.
