Find here important forms that you might need for your Zecco Trading account. Please note that each form on this page needs to be printed, signed and mailed to
Zecco Trading
P.O. Box 60670
Pasadena, CA 91116, USA
You may expedite the process if also a copy is faxed to (626) 529-7077, or a scanned copy is e-mailed to customerservice@zeccotrading.com.
Forms Related to Your Trading Account Application
All necessary documents will automatically be provided at the end of the online account opening process. Forms provided below are just a backup.
W-9
IRS Form used for updating Client Name, US ITIN, or Social Security Number.
ACAT transfer form
Form used for transferring accounts to Zecco Trading from another brokerage firm. W-8 BENForm used for Non-U.S. Citizen and Non-U.S. Resident Account Holders. Form used for verifying US presence.
Options agreement
Form used to add Options Trading privileges to a client account.
Retirement forms
IRA Simplifier - Form used to amend an existing IRA account. IRA Withdrawal Statement - Mandatory withdrawal statement for IRA accounts. Other forms
Market sweep form
Form used to add a sweep of uninvested funds into a money market in a client account, for current selections and rates.
Limited trading authorization
Form used to add an authorized trader to a client account.
Zecco Trading mutual fund order
Form used to place mutual fund orders.