Account Services
Choose from a variety of account types to suit your trading needs.
- Individual
- Joint Tenants in Common
- Joint with Rights of Survivorship
- Power of Attorney
PFG offers two methods of opening an account, online registration and traditional
method sending by courier. The account documents can be executed on-line with either
an e-signature or a faxed signature page. The fastest method, online e-signature,
can be opened in as less as 5 minutes. The other more traditional option is downloading
the documents and mailing or faxing the completed forms. Select your desired method
below.
Federal law now requires financial institutions to gather additional personal information
on all accounts that are opened. We will require a copy of a government-issued photo
ID. Once your account has been approved by the New Accounts Department, new clients
will be contacted with account information, wire instructions and assistance with
installing our electronic trading platform, Forex Direct.
If you have any questions concerning the opening of your account, please contact
the New Accounts Department at (800) 333-5673. Applications that are completed electronically
will receive a reference number to better serve you.