Download Account Forms

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The PFG Account Papers are being provided on-line for your convenience. If you would prefer to have the account documents sent to you per U.S. mail, please contact a customer service representative at (877) 760-7071

All documents required to open a traditional or electronic trading account are provided here. Please feel free to review them at your computer, or download to your printer for completion.Select the document(s) that apply to you. (If downloading documents, please allow adequate time to complete the process.The amount of time required to download the documents depends upon your internet connection speed.)

Before completing the forms, simply refer to the PFG Account Matrix (page 3 of the Customer Agreement) to determine which forms you will be required to complete. Make sure to keep a copy for your records. Upon completion, forward THE COMPLETE SET of forms and the TRANSMITTAL MEMORANDUM to:

4045 Banyan Trails Drive
Coconut Creek, FL 33073

Upon receipt, a customer service representative will be in contact with you. If you have any questions regarding the forms, please contact a customer service representative at (877) 760-7071.

PDF Documents

Customer Account Agreement documents are stored in PDF format. PDF is a way to view and print documents specifically designed for electronic distribution. PDF documents will view and print correctly regardless of your type of computer or operating system.

If you don’t already have a PDF reader installed on your computer, click the Adobe icon below to retrieve the FREE Acrobat Reader from Adobe’s web site. This program or a similar PDF reader is required to view or print these account documents.

Account Forms

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• Account Transfer This form is used when a customer needs to transfer money or positions from another firm to PFG.
• Annual Income Letter Required form if the customers' Annual Income is less than $25k.
• Arbitration Agreement Optional.
• Canadian Non Solicit Required for Canadian Citizens.
• Complete Set  
• Customer Agreement The Customer Agreement explains the terms and conditions between PFG and it's customers and is a requirement for all customers.
• Email Statement Required for customers who wish to receive their daily and monthly statements via email.
• Hedging Agreement Required for Hedging accounts.
• Letter Of Direction The Letter of Direction is a requirement for those customers who have a broker that will trade a third-party system on a discretionary basis. POA forms must also be completed.
• Net Worth Required for customers with an annual income between $35k - $50k.
• Own Funds Required for customers that indicate their occupation may be investment related.
• POA Forms Required for customers that indicate a third party will be trading the account on behalf of the customer.
• Risk Disclosure Required disclosure for all accounts.
• Second Account Request Letter Required for customers that want more than one account.
• W-8BEN Certificate of  Foreign Status The W-8BEN form is required for all foreign customers.
   
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