Account Documents

Most commonly for married couples, this is an account with two equal interest owners where upon the death or decision of incompetence of either owner, account ownership passes to the survivor.

Joint Account Application

Traditional

• Contributions-$6500 per year-$7500 per year if 50 years old or older
• Tax deferred earnings
• Contributions may be tax deductible

Note: Call for limitations

Traditional IRA Account Application

• Contributions-$5500 per year-$6500 per year if 50 years old or older
• Tax deferred earnings
• Non deductible contributions
• Tax-free distributions (if 59 and 1/2 years old or older) * Income restrictions apply
• Income restrictions apply

Note: Call for limitations

Roth IRA Account Application

An account held in the name of a company with designated persons who act and trade on behalf of the company.

Corporate Account Application

An entity account managed by its members who also appoint a person or persons to act on the companies behalf.

LLC Account Application

An account where the investments are held in the name of the trust while the trustee controls the management of said investments.

Trust Account Application

Two or more individuals that designate members of the partnership to act on behalf of the partnership as a whole. Each individual owner of the partnership is equally and personally responsible for its debts.

Partnership Account Application

Brokerage Account Transfer Form

Automated Clearing House (ACH) Authorization

IRA Distribution Form

To transfer an account from another firm, please contact Cobra Trading to obtain a copy of the Account Transfer Form (ACAT). Once you have completed the form please attach a copy of your most recent statement from the account you are transferring and return to Cobra Trading. You may email it to info@cobratrading.com, fax it to at 972-491-3111 or you can mail it to us at the address below:

Cobra Trading, Inc

3008 E. Hebron Pkwy, Building 400

Carrollton, TX 75010

To fund your account by wire transfer, please provide the following instructions to your bank: Please note your Cobra account must first be opened in order to get your “Customer Name and Account Number.” Third party wires cannot be accepted.

For All Platforms: DAS Trader Pro, Sterling Trader Pro, Cobra Trader Pro and Real Tick

Bank Name: U.S. Bank

Bank Address: 80 S 8th St. #224, Minneapolis, MN 55402

ABA number: 123-000-848

Beneficiary: Wedbush Securities Inc/SunGard

Account Number: 153910900825

Further Credit to the Account of_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Customer Name and Account Number

All you have to do is write a check payable to Wedbush Securities, with your account number written in the memo line. Include the check with your paperwork when you mail it to us at the address below:

Cobra Trading, Inc.

3008 E. Hebron Pkwy, Building 400

Carrollton, TX 75010