Download Account Forms

You can download the forms you need to open an Redlands Futures and Options account from the list below. In the first section, select the type of account you will be opening - Individual, Joint, Corporate, LLC, Trust or Partnership. The download will include the appropriate basic account package. The second section includes any additional forms you may need for your account - e.g. a related account or a managed account.

After you have downloaded the forms, please print and fill them out completely including the Customer Acknowledgement and Warranty New Account Agreement disclaimer. Then return them to your Redlands Futures and Options representative's attention.

Our mailing address is:

Redlands Futures and Options

601 W. State St., Suite A
Redlands, California 92373

Remember to include: a copy of your Driver's License, State Identification or current passport (U.S. citizens) or current passport or other official government-issued identification (non-U.S. citizens).

When your account is funded, you will be ready to trade. See our Funding Options for details on the options you have for funding your account.

If you have any questions about the application process, please contact your Redlands Futures and Options representative at 1-888-550-6339 or 909-792-6339. Your representative will guide you through the process including ensuring that all the necessary forms are included.

The forms are in Adobe PDF format providing an efficient secure method of documentation. You can open the forms in Adobe Acrobat Reader, a free product distributed by Adobe Systems.

If you do not have Adobe Acrobat Reader version 5.0 or above, download it free here.

STEP 1 ACCOUNT PACKAGES

Select the type of account you are opening and download the appropriate account package.

   Individual Account or Sole Proprietorship Account
   Individual Account with Power of Attorney or Sole Proprietorship Account with Power of Attorney

   Joint Account
   Joint Account with Power of Attorney

   Corporate Account
   Corporate Account with Power of Attorney

   Limited Liability Company Account
   Limited Liability Company Account with Power of Attorney

   Trust Account
   Trust Account with Power of Attorney

   Partnership Account
   Partnership Account with Power of Attorney

STEP 2 ADDITIONAL ACCOUNT FORMS

Some accounts may need additional forms. Select the appropriate form(s) from the list below. Contact your Redlands Futures and Options representative if you are not sure if you need any of these forms.

   Managed Accounts (Power of Attorney) and Exempt Commodity Trading Advisor Forms

   RJO's Security and Assignment of Hedging Account Agreement

   NFA Risk Disclosure Statement For Security Futures Contracts

   Single Stock Futures Account Opening Documents (Current Clients Only)

   Request for Electronic Transmission of Customer Statements

   Related Account Authorization Form

   Customer Address Change Form

   W-8 Forms for International Customers

Foreign Language Forms

For your convenience, Redlands Futures and Options provides account opening documents in French, German, Italian, and Spanish. Please note: The translation of your R.J.O'Brien Customer Account Documentation is a legally non-binding translation. In the event of a dispute, the English version will govern. YOU MUST COMPLETE AND SIGN THE ENGLISH VERSION.

   French Account Forms

   German Account Forms

   Italian Account Forms

   Spanish Account Forms

STEP 3

Print the forms and fill them out completely. Return them to the attention of your Redlands Futures and Options representative.

STEP 4 FUNDING YOUR ACCOUNT

You can start trading your Redlands Futures and Options account only when cleared funds are made payable to RJ O'Brien. You can fund your account in one of these ways.

Wire Transfer
Contact RFO Client Services at 1-888-550-6339 or 909-792-6339 for detailed wiring instructions.
A certified check, cashier's check or money order made payable to R.J.O'Brien. will also allow you to begin trading immediately. If you are opening a new account, personal checks, money market checks, and savings & loan checks may require clearance before you can trade. Cash currencies cannot be accepted. In addition, all funds coming into the account must match the name on the account.
If you are TRANSFERRING your account from another firm, please fill out the form in the back of your application, return it to R.J.O'Brien with other required documents, and we will transfer positions and funds accordingly.

SPECIAL DISCLAIMER FOR APPLICANTS:

This document is not an offer of solicitation for the purchase or sale of any Commodity. Before trading one should be aware that with potential profits there is also potential for losses that may be very large. Futures investing involves risk and is not suitable for everyone. Those acting on this information are responsible for their own actions.

ATTENTION NON-U.S. RESIDENTS:

The services provided by Redlands Futures and Options or R.J. O'Brien & Associates ("RJO") may not be available in all jurisdictions. It is possible that the country in which you are a resident prohibits us from opening and maintaining an account for you. If in doubt, please contact an Redlands Futures and Options account representative.