Opening a live account is fast and easy. Just follow these 3 simple steps.

Step 1: Select Your Application

Apply online for secure expedited processing. Individual Accounts only. For Joint Accounts use a paper application. Download and complete a paper copy of our Individual application. Download and complete a paper copy of our Joint application.	Please download and complete a paper copy of our Managed Client Account application.
If applying as a corporation, LLC, partnership or sole proprietorship, complete our Company Account application. If applying as a trust, download and complete a paper copy of our Trust Account application.	Please download and complete a paper copy of our Additional Account application.

Step 2: Send Us Your Application

All applicants must submit a copy of a government issued photo ID such as a passport or driver's license with their account application. If your government issued identification does not confirm the home address you indicated in the application, please also submit a utility bill (gas, telephone, cable) or a bank statement as proof of residence.

For Online Applications » Submit only the Signature Page (plus ID and proof of residence)
For Paper Applications » Submit the whole application (plus ID and proof of residence)

Applications can be submitted via e-mail, fax, or regular mail.

Where to Send Documents:
Fax:	1-212-563-4994
E-mail:	Please be sure to put the word APPLICATION in the subject line.
Mail:	Capital Market Services LLC New Accounts 350 Fifth Avenue, Suite 6400 New York, NY 10118, USA

Step 3: Fund Your Account

Please do not fund your account until your application has been approved. Deposits made to unapproved accounts may take longer to process. Once you have received notice that your application has been approved you may fund your account using one of our convenient deposit options.