Business
License
Edge Clear offers a variety of trading account types to accommodate different investment goals and client needs. The available account types include:
Individual Accounts - For U.S. citizens or resident aliens, a thoroughly completed application form, a government-issued ID, and, if applicable, an employer consent letter are required. Foreign citizens will need a completed application form, a passport or government-issued ID, and additional documentation depending on their country of residence.
Joint Accounts - Available as "Joint Tenants with Right of Survivorship" (JTWROS) or "Tenants in Common."
Corporate Accounts - Corporations must provide articles of incorporation, by-laws, and identification for authorized signers.
Limited Liability Companies (LLC) - Similar documentation as corporate accounts, including operating agreements.
Trust Accounts - Both U.S. and foreign trusts require specific documentation, including trust agreements and identification of trustees.
Partnership Accounts - Documentation must include partnership agreements and identification of partners.
IRA Accounts - Edge Clear accepts IRA and retirement accounts, which must be opened with a custodian that allows for alternative investments.
For more details on account types, visit: Edge Clear Trading Account Types
To open an account with Edge Clear, follow these steps:
Select Your Account Type - Determine which type of account suits your investment needs (individual, joint, corporate, etc.).
Complete the Application - Fill out the appropriate account forms thoroughly and ensure they are properly signed.
Gather Required Documents - Depending on your account type, you may need various supporting documents:
Submit Your Application - Send your completed application and documents to Edge Clear.
Funding Your Account - The minimum funding requirement varies:
For assistance or to start your application, visit: Open an Account with Edge Clear