Forms & Agreements

Find what you need here

Account Forms & Documents

When you open an account online, you'll automatically be shown the forms you need. If you prefer to open your account by mail, please select the necessary forms below, complete and sign the forms, then mail them to us.

Note: If you plan to trade online, please be sure to include the Online Service Agreement (found below in Additional Forms tab).

Mail all forms to:
GAIN Securities
27600 Chagrin Blvd.
Cleveland, OH 44122

Individual Accounts
New Account Application Apply Download
Joint Accounts
New Account Application Apply Download
Joint Account Agreement(WROS)   Download
Joint Account Agreement(TIC)   Download
Joint Account Agreement(TBE)   Download
Custodial Accounts
New Account Application Apply Download
Options Accounts
New Account Application Apply Download
Options Agreement   Download
Margin Agreement   Download
Margin Accounts
New Account Application Apply Download
Margin Agreement   Download
Partnership or Investment Club Accounts
New Account Application   Download
Partnership or Investment Club Form   Download
Corporate Accounts
New Account Application   Download
Corporation Account-Cash and Authority   Download
Corporation Account-Margin   Download
Corporate Resolution   Download
Trust Accounts
New Account Application   Download
Trustee Certificate of Investment Powers   Download
Corporate Resolution   Download