ACCOUNT TYPES
INDIVIDUAL	A non-retirement account that is held for one person.      Open an Account Online    or    Call 1-877-WFN-4YOU to Open an Account
JOINT/WROS	Joint tenants with rights of survivorship - An account held by more than one person and can have up to six joint holders. In the event of the death of one of the holders, the rights to the account go directly to the surviving party(ies).      Open an Account Online    or    Call 1-877-WFN-4YOU to Open an Account
CUSTODIAL	An account set up under one minor's social security number with one adult as a custodian. Get the details on custodial accounts here and see how easy it is to open one with WFN at Siebert      Open an Account Online    or    Call 1-877-WFN-4YOU to Open an Account
ESTATE	An account set up upon the death of a client who holds an individual account. Additional documents required -- Please call 1-877-WFN-4YOU (1-877-936-4968) if you have any questions or need additional forms.      Open an Account Online    or    Call 1-877-WFN-4YOU to Open an Account
PARTNERSHIP	Partnership accounts are designed to meet the needs of legally organized partnerships. Simply fill out the Partnership Application and New Account Applications and get started investing today. Open an account by filling out both the below forms, or call 1-877-WFN-4YOU to speak with a customer service representative.      Partnership Application      New Account Application
CORPORATE	Accounts designed to meet the needs of legally organized corporations. In addition to completing the appropriate applications, you will need the below Corporate Resolution with your Corporate Seal. Papers should indicate the name of the person authorized to act on the corporation's behalf. Open an account by filling out both the below forms, or call 1-877-WFN-4YOU to speak with a customer service representative.      Corporate Resolution      New Account Application
TRUST	Establish a trust account for a designated beneficiary. In addition to completing the appropriate applications, you will need to supply us with a trust document which specifies the trustees, includes certified authorized signatures and a section which denotes your investment objectives (if applicable). Simply fill out a new Account application and a Trustee Certification of Investment Powers (TCIP) application to get started. Open an account online by filling out the below forms, or call 1-877-WFN-4YOU to speak with a customer service representative.      TCIP      New Account Application
RETIREMENT	From IRAs to 401(k)s and more, WFN at Siebert makes saving for retirement easy. Click here for a full range of retirement plans.      Open an Account Online    or    Call 1-877-WFN-4YOU to Open an Account
COLLEGE SAVINGS PLAN	Qualified State Tuition Programs (QSTPs), or 529 plans, are tax-advantaged national college savings programs authorized and created under section 529 of the Internal Revenue Code. Explore the plan we offer right here at WFN at Siebert, then open an account online by filling out the below form, or call 1-877-WFN-4YOU to speak with a customer service representative.      Plan Details      Open an Account Online
ACCOUNT TRANSFER	You may transfer an existing account to WFN at Siebert at any time. All you have to do is complete our account transfer form and include a copy of the most recent statement from your existing broker.      Download Transfer Forms   or   Call 1-877-WFN-4YOU to Open an Account
INVESTMENT CLUB CASH ACCOUNT	It's easy for your investment club to open and manage a club account with WFN at Siebert. Buy, sell and trade in stocks, bonds, options, and any other securities on or off-line. Simply fill out the Account and Investment Club Cash Account applications and get started investing today. Open an account online by filling out the below forms, or call 1-877-WFN-4YOU to speak with a customer service representative.      Investment Club Cash Account Application      New Account Application