When you add an account, you start and complete the account application process. There are two methods of completing an account application:
The following table lists the methods of completing an application for all account structures.
| Account Structure | Available Methods of Completing an Account Application |
|---|---|
| Singles | Fully electronic |
| Advisor Master Users |
Fully electronic Semi-electronic |
| Advisor Client Users |
Fully electronic Semi-electronic |
| Broker Master Users |
Fully electronic Semi-electronic |
| Broker Fully Disclosed Client Users | Fully electronic |
| Broker Non-Disclosed Client Users | Abbreviated electronic application |
| Broker Omnibus Client Users | None (client accounts are not required) |
| Investment Manager Master User |
Fully electronic Semi-electronic |
| Fund |
Fully electronic Semi-electronic |
| Separately Managed Account (SMA) |
Semi-electronic |
| Proprietary Trading Group Master User |
Fully electronic Semi-electronic |
| Proprietary Trading Group Sub User | Abbreviated electronic application |