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FOREIGN EXCHANGE TRADING ACCOUNT APPLICATIONS

OPEN YOUR ACCOUNT NOW

To open a new account with COESfx, please do the following

  1. From the list below, please select the application best suited for the type of account you wish to open

    1. Individual Account Application - Full Packet with Instructions, Tax forms and wire instructions

    2. Joint Account Application - Full Packet with Instructions, Tax forms and wire instructions

    3. Corporate Account Application - Full Packet with Instructions, Tax forms and wire instructions

    4. Trust Account Application - Full Packet with Instructions, Tax forms and wire instructions

  2. Please read all of the agreements and disclosures before signing. Fill in the application completely and accurately. Upon completion print and sign the application

  3. Completely fill in the appropriate tax form then print and sign it

    1. W-9 for Citizens and entities of the United State of America

    2. W-8 for foreign citizens and entities.

    3. A tax form is required for all person's named on a joint and or trust account

      1. Click here to Download W-9 (U.S.)

      2. Click here to Download W-8 (Non U.S.)

  4. The final page of each application is a fax cover. This page contains a check list of items that need to accompany your application. Double check the accuracy of the information you are providing, then fax the application and all supporting documentation to COESfx Clearing, Inc. at 516-349-9129

  5. Print a copy of the "Wire Instructions For Electronic Funding" document.

  6. After you have funded your account, your account is open. You will receive an email containing your account information.

  7. Finally and most importantly, you must mail your application, tax documents and all supporting documents to the address below

mail to:

COESfx Clearing, Inc
255 Executive Dr, Suite 408
Plainview, NY 11803

Should you require any assistance with completing your application please contact Mark at 631-553-8827.

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