• Home
  • Open an Account
  • Learn More
    • Cash Management
    • Adding Funds To Your Account
    • Withdrawing Funds To Your Account
    • Request Certificates
  • Trade Now
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  • Learn About Options
US Brokerage, Inc.
 Toll Free: 800-25-STOCK
US Brokerage, Inc.
  • Home
  • Open an Account
  • Learn More
    • Cash Management
    • Adding Funds To Your Account
    • Withdrawing Funds To Your Account
    • Request Certificates
  • Trade Now
  • Commissions and Fees
  • Brokers and Advisors
  • Learn About Options

Open an Account

Applications & Agreements

  • Account Transfer Form
  • Confirmations Fax or Email
  • Online Access Request
  • U.S. Brokerage, Inc. Privacy Policy
  • Southwest Securities Customer Disclosure
  • Southwest Securities Privacy Policy
  • Customer Information Brochure
  • Cash Account Application
  • Coverdell ESA Agreement - Disclosure and Application
  • HSA Custodial Agreement - Disclosure and Application
  • Individual IRA Agreement - Disclosure and Application
  • Margin Disclosure
  • ROTH IRA Agreement - Disclosure and Application
  • SEP IRA Adoption Agreement - Disclosure and Application
  • Simple IRA Agreement - Disclosure and Application
  • VISION Account Application (Checkwriting)
  • New Account Application

Additional Documents

  • ACH
  • Corporate Resolution
  • Employee Stock Option Exercise
  • Fed Wire Request
  • Investment Club Account
  • Profit Sharing Plan Agreement
  • Trading Authorization
  • Trustee Certification of Investment Powers
  • W-8
  • Transfer On Death Application
  • Affidavit of Domicile
  • IRA Distribution Request
  • IRA On Demand Distribution Request
  • IRA Rollover Certification
  • Stock Power
  • USB Privacy Policy
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U.S. Brokerage, Inc. is a member of the FINRA, MSRB and SIPC. All accounts are through Southwest Securities. This is not an offer to sell securities to persons to whom it is unlawful to recommend such an offer. U.S. Brokerage, Inc. can open an account for only those persons that reside in an area in which we are registered to do business.

US Brokerage, Inc.
17 E. Kossuth Street 
Columbus, OH 43206
Local: 614.448.3200
Toll Free: 800-25-STOCK

© 2021 US Brokerage, Inc. All Rights Reserved.
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  • Home
  • Open an Account
  • Learn More
    • Cash Management
    • Adding Funds To Your Account
    • Withdrawing Funds To Your Account
    • Request Certificates
  • Trade Now
  • Commissions and Fees
  • Brokers and Advisors
  • Learn About Options