Open an Account

Thank you for visiting our account application page. If you prefer not to complete your application online, then please call our office at (727) 858-7800. We will assist you in determining exactly which forms you need to complete, based on the following items:

  1. Type of Account you are opening (Individual, Joint, Trust, Corporate, or IRA)
  2. Whether the account is a self-directed trading account, or an account that will be managed by a regulated money manager (CTA).
  3. If it is a Managed Account, then you will be provided the applicable managed account forms, including the applicable CTA agreement and disclosure document.  The documents may be signed electronically if you prefer, using DocuSign.  Contact us for more information on opening an account.

Please click on the icon below to open an account online in just a few minutes.

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PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  INVESTORS MUST READ THE CURRENT DISCLOSURE DOCUMENT OF THE RESPECTIVE PROGRAM BEFORE THEY INVEST.  FUTURES AND OPTIONS TRADING INVOLVES SUBSTANTIAL RISK OF LOSS NO MATTER WHO IS MANAGING YOUR MONEY. AN INVESTOR COULD LOSE MORE THAN THE ORIGINAL INVESTMENT.  THERE IS UNLIMITED RISK OF LOSS IN SELLING OPTIONS.  A COMPLETE DISCUSSION OF FEES AND CHARGES ARE REPORTED IN THE CTA’S DISCLOSURE DOCUMENT.