Account Selection

Personal Information

Identity Verification

Investment Profile

Account Setup

Review Application

Funding

Let's get started!

In just minutes, you'll have the ability to trade stocks, options, mutual funds, ETFs, and bonds.

What you'll need to open an account:

  • Social Security number or ITIN for each applicant
  • Employer’s name and address (if applicable)

Select an account type

Brokerage

Buy and sell stocks, ETFs, mutual funds, options, bonds, and more

Owned by two or more people

Managed by a parent or other designated custodian until the child comes of legal age

Retirement

Consolidate assets from a former employer’s retirement plan

Earnings potentially grow tax-deferred until you withdraw them in retirement

Pay no taxes or penalties on qualified distributions if you meet the income limits to qualify for this account

Flexible annual contributions from 0% to 25% of earned income for the self-employed and small businesses

Provide your personal information

We use the latest technology to keep your information safe.

Prefix

First name

M.I.

Last name

Suffix

Phone number

Phone type

Email address

Residential address 1

Residential address 2

ZIP code

City

State

Country

.

My mailing address is different from my residential address

Mailing address 1

Mailing address 2

ZIP code

City

State

Country

Tell us more about yourself

All financial institutions are required to collect this information for regulatory purposes and identity verification.

Date of birth(mm/dd/yyyy)

Social Security number or ITIN

Marital status

Number of dependents

Occupation

Field or Industry

Employer name

Employer street address 1

Employer street address 2

ZIP code

City

State

Country

Annual income (combined if joint account)

Liquid net worth

Total net worth

Select all (if any) that apply

You must provide written approval from your firm's compliance officer before we can open your account. Instructions will be provided at the end of the application process.

Company name(s)

Company name(s)

Company name(s)

In addition, by checking the box, you will be overwriting the following statement that appears in the agreement: "I have been notified by the IRS that I am subject to backup withholding."

Create your investment profile

We'll use this information to provide you with certain trading capabilities.

What is your investment experience?

What is this account's investment objective?

Where will assets to fund this account come from?

What is the purpose and expected use of this account?

What is your options investment knowledge?

Indicate your prior options trading experience (select all that apply)
Specify your prior security type trading experience (years of experience, trades per year)

Stock

Years

Trades per year

Options

Years

Trades per year

Futures

Years

Trades per year

Bonds

Years

Trades per year

You're almost there!

Customize your account with additional features

Username
User Login ID
User Password
Re-enter Password
Uninvented cash program

At the end of each business day, your uninvented cash will be automatically swept into an interest-bearing vehicle. Choose your cash sweep program below.

Options for Uninvented Cash

Your cash balance is swept into bank account(s) at our affiliate, AmeriTrust Groups Bank, and other banks. Please note this account is not a money market mutual fund.

Advanced trading features (subject to approval)
Power of attorney
Trusted contact person
Access your money

An initial minimum deposit of $1,000 is required to qualify for these items.

Electronic delivery

For your convenience, account documents such as account statements, trade confirmations, notices, disclosures, regulatory communications (including prospectuses, proxy solicitations and Privacy Notices) and other information, documents, data and records regarding your account will be delivered to you electronically instead of by U.S. mail. We will notify you at the primary authorized person's e-mail address whenever a new document is available if required by law. You may withdraw your consent for the electronic delivery of account documents at any time, subject to the terms of the Customer Agreement, by visiting Account Preferences once you are logged into ameritrusttrade.com or by notifying AmeriTrust Groups at 1-800-ETRADE-1. With respect to documents you elect to receive electronically, you agree to all the terms of Section 17 of the AmeriTrust Groups Customer Agreement at AGREEMENTS

Review your application

This information will be used to create your account.

Your personal information

Name

Mobile phone

Email address

Primary residential address

ZIP code

City

State

Country

My mailing address is different from my residential address

Mailing address

ZIP code

City

State

Country

Primary account holder identity verification

Date of birth

Social Security number or ITIN

Marital status

Number of dependents

Occupation

s

Field or Industry

Employer name

Employer address

ZIP code

City

State

Country

Annual income (combined if joint account)

Liquid net worth

Total net worth

I am (or an immediate family member who resides in the same household is) employed by or a member of a registered broker-dealer, securities or futures exchange, futures commission merchant, retail foreign exchange dealer, or securities or futures industry regulatory body (e.g., FINRA, NFA)

I am a director or policymaker of a publicly owned company.

I am a 10% shareholder of a publicly owned company.

I have been notified by the IRS that I am subject to backup withholding.

Primary account holder investment profile

Investment experience

Investment objective

Assets to fund account

Primary account use

Options investment experience

Prior options trading experience

e

Stock

Year(s),

Options

Year(s),

Futures

Year(s),

Bonds

Years,

Edit account setup

Uninvested cash program

AmeriTrust Groups

Add margin trading

I would like to grant trading authority over this account to another individual

Trusted contact person

Free AmeriTrust Groups debit card

Free AmeriTrust Groups checkbook

Review your application

Uninvested Cash Management Options
AmeriTrust Groups Account Agreement, Disclosures, and Terms
  • I am of legal age to agree to the terms herein and I will be providing an electronic signature as part of this account opening process which is the equivalent of a written signature.
  • Under penalties of perjury, (1) the taxpayer identification number I submitted on this online application is my correct number (or I am waiting for a number to be issued to me), and (2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and (3) I am a U.S. citizen or other U.S. person. The IRS does not require my consent to any provision of this document other than the certification required to avoid backup withholding.
  • I have been informed by AmeriTrust Groups and understand that securities products, such as stocks, bonds, options, mutual funds, and exchange­ traded funds and other securities products and services offered by AmeriTrust Groups are not insured by the Federal Deposit Insurance Corporation (FDIC), are not deposits or other obligations of, and are not guaranteed by either AmeriTrust Groups Bank, AmeriTrust Groups Savings Bank or any other bank, and are subject to investment risks, including the possible loss of the principal amount invested. Additionally, I confirm and acknowledge that neither AmeriTrust Groups Securities LLC nor any of its affiliates provides investment, tax or legal advice except to extent set forth in Section 9 of the Customer Agreement.
  • I have received and reviewed all of the above disclosures, notices, and I agree to be bound by terms and conditions set forth in any above-listed AmeriTrust Groups product agreement, the AmeriTrust Groups Customer Agreement, and any applicable supplements contained therein, each of which is linked above, as may be amended from time to time in accordance with the terms thereof (collectively, “AmeriTrust Groups Account Agreement”).

By clicking "Submit application", you will submit your account application and electronically signed agreement confirming that you have read, understood, and acknowledged the important account information provided.

I understand that this account is governed by the predispute arbitration clause in section 12 of the AmeriTrust Groups customer agreement.