Including ACH distributions, wiring instructions
Disposal of Worthless Security
Use this form to remove a worthless security from an account when there is no market for it.
Direct Deposit
For making payroll or other periodic deposits to the brokerage account.
Depositing Funds or Securities
Instructions for depositing checks, wires and securities to a client account.
Check Disbursement Request Form
For outgoing checks from non-retirement accounts. For retirement accounts, use the IRA Distribution form.
Asset Movement Authorization (For Taxable Accts/Non-IRAs)
To move assets between non-retirement accounts at SSG.
ACH Authorization Agreement
For deposits or withdrawals from or to a bank account. For IRA distributions an IRA distribution form must also be submitted.
Account Document Matrix
See what account documents and forms are required for each specific type of account may open.
Margin Agreement
To add margin privileges to an account. See our transaction fee schedule for margin rates (subject to change). IRA accounts are not eligible for margin.