Download and Print Forms

Steps to Open Your Account

Please NOTE that all account forms will need to be mailed in within 60 days of the account being open with original signatures. (Please no photocopies)

1. Select and download the appropriate forms for your new account from below. If you are a foreign person/entity, please call 312-870-1500.
2. Print and complete the account documentation. Please ensure you sign and date all appropriate areas on all applications and forms. If you are a non-US account holder, please ensure you complete the relevant tax form necessary for us to process the account.
3. Fax or mail your documents to RCM Asset Management at the address/fax below. (Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact an account representative).

Address:

RCM Asset Management
New Account Documents
550 W Jackson Blvd
14 Floor
Chicago, IL 60661
Scan documents and email:
NewAccounts@rcmassetmanagment.com

Please put the name of the account and the broker in the subject line

Phones / Fax:

Tel: + 1 312 870 1500
Fax: 312-275-7974

You will need the Adobe Acrobat Reader to view this information.

Account Forms:

• Application and Customer Agreement Information and Disclosures
• Individual, Joint or Sole Proprietorship
• Corporations, LLCs, Partnerships, Trusts & Pension Plans
• If you are a foreign person/entity, please view this page

Additional Documentation:

• AMENDMENT TO TRUST AGREEMENT
• Account Transfer Authorization
• Additional Account Request
• Additional Risk Disclosure for LOD Accounts
• Change of Address Form
• CTA CPO Disclosure language
• Doing Business As
• Electronic Statements Consent Form
• Foreign Tax Page
• Hedge Representation Letter
• Individual Proprietary Letter
• Letter of Direction (Opened directly with RCM Asset Management)
• Managed Account authorization
• Retirement Holdings Representation
• Risk Disclosure Document for Security Futures Contracts
• Security Futures Addendum
• Single Stock Futures Suitability Form

Start Trading Futures!

After you have submitted the application you will receive an email that says we have received your application. In addition to this you should be receiving a call from a broker to ask additional questions or make any changes if there are any needed.

Please review and get the process started to funding your account

If you have any questions please call us