New Account Application for US and Non US Applicants.
Get Started, Today.
Our online account application takes approximately ten minutes to complete. If you have any questions, please call +1-800-985-9279 and a customer service representative will assist you in getting started with OptionsRoute. If you are an online investor applying from a Non-US Jurisdiction, please check this list to determine if we can process your new account application: Click Here for List
In order to complete this application, you'll need the following information on hand:
- Social security number or Tax Identification Number
- Valid photo ID: driver’s license, passport or government issued identification card
- Bank account information
- Employer’s address and telephone number
- Financial information (annual income, liquid and total net worth)
The above information helps us comply with various securities rules and regulations and the USA PATRIOT Act, a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account.
Your account must be funded in order to place a trade. Account funding instructions will be provided to you at the end of the application process.
For more information, please Contact Us.