Open a New Account

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, Customer service representative will assist you in getting started with OptionsRoute, Contact Us. 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

Apply Online
 

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.