World Financial Holding Group
Free consultation line:400-114-1349
Open An Account

BNON-US RESIDENT PERSONAL BROKERAGE 

ACCOUNT OPENING PROCESS

We recommend Scottrade securities. The following is the company's account opening process for reference only. Other securities firms have slightly different procedures for opening accounts.

1. FILL IN THE FORM AND PREPARE THE DOCUMENTS:

1. Fill in the application form for non-us resident brokerage account
2. Submit customer identification documents:
2 copies of any of the following priority documents (one copy must be a valid passport or a photocopy of the identity card)
A, passport
B. Identity CARDS issued by the state
C, driver's license
D. Household register (non-household owners need to provide additional home page photocopy)
Note :(1) if the priority document contains an address that does not match the address on the brokerage account application form, an alternative document containing the current address must be submitted.
(2) if only one priority document is submitted, two more alternative documents are required. At least one of these alternate documents has an address that matches the address on the brokerage account application form.

 2. SUBMISSION OF DOCUMENTS AND COMPLETION  OF ACCOUNT OPENING:

1. Please fax or email the application form and identification documents to Scott Asia Pacific service.
Fax:314-543-6178
E-mail:api@scottrade.com
2. After the documents are complete and qualified, the securities company will open the account and inform you of the account number.
3. After you log in your account for the first time, you need to submit the e-version of w-8ben form. The account opening procedure will not be completed until you successfully submit the w-8ben form.

 3. CAPITAL INJECTION:

1. Please fax or email the application form and identification documents to Scott Asia Pacific service.
Fax:314-543-6178
E-mail:api@scottrade.com
2. After the documents are complete and qualified, the securities company will open the account and inform you of the account number.
3. After you log in your account for the first time, you need to submit the e-version of w-8ben form. The account opening procedure will not be completed until you successfully submit the w-8ben form.