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Steps in the Application Process

When you complete a fully electronic account application, the steps include:

1. Specify the customer type and base currency
2. Enter financial information, including date of birth, investment objectives and experience, net worth and annual net income.
3. Select the account type and trading permissions, including products you want to trade and countries in which you want to trade.
4. Confirm the account configuration you selected in the previous steps.
5. Accept our ID Procedures.
6. Enter name, address and telephone information.
7. Enter mailing address information.
8. Enter personal information.
9. Specify individual regulatory information.
10. Complete a W-8BEN form
11. Specify advisor fees.
12. Review the application for errors.