R.J. O'Brien Account Types

　　R.J. O'Brien offers various types of trading accounts to cater to different client needs. The available account types include:

• Individual Accounts: Designed for private clients trading in the commodity and financial futures and options markets.
• Joint Accounts: For two or more individuals wishing to trade together.
• Corporate Accounts: Suitable for businesses looking to engage in futures trading.
• LLC Accounts: Tailored for Limited Liability Companies wanting to trade in the futures market.
• Trust Accounts: For trusts that wish to engage in trading activities.
• Partnership Accounts: Designed for partnerships trading in the futures markets.

　　Each type of account comes with specific forms that must be completed to ensure compliance with regulatory requirements.

　　

R.J. O'Brien Broker Account Opening Process

　　Opening an account with R.J. O'Brien is a straightforward process that involves several steps:

• 　　Select Account Type: Choose the type of account you wish to open (individual, joint, corporate, etc.) and download the corresponding account forms from the Forms & Documents Center.

• 　　Complete Forms: Fill out the downloaded forms completely. Ensure that you include the customer acknowledgment and warranty new account agreement disclaimer.

• 　　Submit Forms: Print the completed forms and return them to your R.J. O'Brien representative or introducing broker. If you do not have a representative, you can contact R.J. O'Brien at (800) 441-1616 for assistance.

• 　　Provide Identification: Include a copy of your driver's license, state identification, or current passport (for U.S. citizens), or other official government-issued identification (for non-U.S. citizens).

• 　　Fund Your Account: Your account must be funded before you can begin trading. You can fund your account through wire transfers or certified checks. Personal checks are currently not accepted due to COVID-19 restrictions.

• 　　Start Trading: Once your account is funded and all forms are processed, you can start trading.

　　For more detailed information, you can visit the Open Account page or the Download Forms page.