Go to Account Forms
PFGBEST Account Papers are being provided on-line for your
convenience. If you would prefer to have the account
documents sent to you by U.S. mail, please contact
a customer service representative at (800)333-5673 or
required to open a traditional or electronic trading
account are provided here. Please feel free to review
them at your computer, or download them to your printer for
completion.Select the document(s) that apply to you.
(If downloading documents, please allow
adequate time to complete the process.The amount
of time required to download the documents depends upon
your Internet connection speed.)
completing the forms, simply refer to the PFGBEST Account
Matrix (page 3 of the Customer Agreement) to determine
which forms you will be required to complete. Make sure
to keep a copy for your records. Upon completion, forward
THE COMPLETE SET of forms and the TRANSMITTAL MEMORANDUM
One Peregrine Way
Cedar Falls, IA 50613
To help the government fight the funding of terrorism and money
laundering activities, Federal law requires all financial institutions to obtain,
verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name,
address, date of birth and other information that will allow us to identify you.
We may also ask to see your driver's license or other identifying documents.
a customer service representative will be in contact
with you. If you have any questions regarding the forms,
please contact a customer service representative at
(800) 333-5673 or (312) 775-3000. If you are already
working with a PFGBEST broker, please contact the broker
directly for instructions.
Account Agreement documents are stored in PDF format.
PDF is a way to view and print documents specifically
designed for electronic distribution. PDF documents
will view and print correctly regardless of your type
of computer or operating system.
If you don’t already have a
PDF reader installed on your computer, click the Adobe
icon below to retrieve the FREE Acrobat Reader from
Adobe’s website. This program or a similar PDF
reader is required to view or print these account documents.
Click on each link to view
or print. Right-click and choose 'save target...' to
download a file.
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