A. Basic Documents - Required for all type of accounts Customer Copy of Photo ID of Account owner(s) (example: Driver's License or Passport, etc.) Customer Check for deposit (Payable to "Wedbush Securities" or ask us for others) 020 Acknowledgement of the Customer(s) Account Agreement 021 Customer Disclosure Letter 100 New Account Application Form (Ace Diversified Capital) 101 Letter A or ( 101F Letter A for foreigner )
	B. Retirement Account - Additional Forms 110 Form I: Adoption Agreement - IRA, Roth, SEP, Rollover.

	C. Joint Account - Additional Forms 115 Joint Account Agreement (Tenants in common, Joint Tenants with Right of survivorship)
	D. Margin Account (Optional) - Additional Forms 120 Customer Margin Account Agreement 121 Disclosure Statement - Fact about your borrowing costs and other matters 122 Margin Disclosure Statement (English & Second Language)
	E. Option Account (Optional) - Additional Forms 130 Option Agreement 131 Option Disclosure Document (ODD): Characteristics and Risk of Standardized Options Customer must read it at ODD (Click it) or www.finra.org/ 132 Option Risk Disclosure & Understanding (English & Second Language)

	F. Sole Proprietor Account - Additional Forms Customer Copy of current business license or fictitious business filing (or tax return) 140 Sole Proprietor Letter
	G. Corporate Account - Additional Forms Customer Corporate Agreement (Company Information: Tax ID, Articles, etc.) 145 Corporate Resolution (giving the person(s) authorization to act on behalf of the corporation)
	H. Living Trust Account - Additional Forms Customer Copy of Trust Agreement or Trust Certification 150 Trustee Certification
	I. LLC, Partnership, Investment Club Account - Additional Forms Customer Copy of Agreement
	Other type of accounts. It is important to choose the right account. Call us if you need any help.

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