In the event your account requires additional account documentation, you wish to transfer an account from another brokerage firm to PFGBEST or establish a secondary trading account, you may find our supplemental account forms below.

Please select and choose the necessary form from the list below. To view and download the please click on the document.

 

Account Transfer

This form is used to transfer money or positions from another firm to PFGBEST.
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Additional Account Request Form

Required for customers that want more than one account.
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Auto Liquidation Acknowledgement

Client Auto Liquidation Authorization.
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Canadian Non Solicit

Required for Canadian Citizens.
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Corporate Own Funds

Corporate Own Funds.
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Email Statement

For customers who wish to receive their daily and monthly statements via email.
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Forex Risk Disclosure

Forex Risk Disclosure.
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Letter of Direction

Required for customers who have a broker that will trade a third-party trading system.
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Own Funds Letter

Required for customers that indicate their occupation may be investment related.
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Power of Attorney Forms (POA)

Required for customers that indicate a third party will be trading the account their behalf.
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W-8 BEN Certificate of Foreign Status

Required for all non-US customers.
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