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Account Application

Your Account Opening Checklist
Dear JAMES MARTYN KEEFER,

Thank you for opening your Individual account using Ameritrade Express Application.
Your account number is 773847025. Your account-opening bonus is 3,000 United Mileage Plus points (Offer Code: RKD).

Record your PIN for future use -- you will not receive a copy of your PIN in the mail.

Request Margin or Options Trading
Click each link below (this opens a new browser window) - print 2 copies - close the window.
Print, complete and mail this form.

Account Modification Form

To view and print the above forms, you may need to download Adobe® Acrobat Reader. If you would like to authorize trading authority on your account, a Trading Authorization form can be found on the Additional Forms page.

Transfer Other Accounts
Consolidate your holdings, let us help you Transfer your account(s) today!

What you should know about Trading?

  • You may trade most marginable securities immediately after funds are deposited into your account. However, these funds cannot be withdrawn or used to purchase non-marginable securities, initial public offering (IPO) stocks, or options during the first 10 business days. This holding period begins the day we deposit your funds and does not apply to funds that are wired into your account.
  • Online - Access our secure Internet trading site 24 hours a day for your most convenient and economical trading method.
  • Interactive Voice Response (IVR) Telephone System - Manage your investment 24 hours a day from virtually anywhere, using our IVR system. IVR trades are convenient, economical and hassle-free.
  • Broker-assisted - Place trades with one of our licensed knowledgeable brokers from 10 p.m. ET Sunday to 10 p.m. ET Friday (24 hours a day, 5 days a week, excluding market holidays).

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