Account Forms

Funds Withdrawal Form

To withdraw funds or close an account, complete and sign this Withdrawal Request Form.

Download Funds Withdrawal Form - PDF

Internal Transfer Form

In order to transfer funds from one SWISS INTL. FINANCIAL BROKERAGE CO. Margin Account to another, fill out, print and sign the form below.

Download Internal Transfer Form - PDF

Limited Power of Attorney

If you wish to sign power of attorney on your account to an authorized trader, please complete and sign the forms below.

Download Limited Power of Attorney - PDF

Revocation of Power of Attorney

In order to revoke a power of attorney currently held on your account, please complete and sign the form below.

Download Revocation of Power of Attorney - PDF

Individual Client Agreement

Download Individual Client Agreement - PDF

Joint Account Agreement

Download Joint Account Agreement - PDF

Interest-Free Account form (Islamic Accounts)

Download Interest-Free Account form - PDF

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