Open An Account
Open Your Account in Minutes with E-Sign:
ONLINE APPLICATION
IF YOU PREFER, YOU MAY PRINT, AND FAX YOUR APPLICATION TO: (971) 228-2253.
Call your broker (888) 959-9955 for details.
Once Excel has received your account forms, and has been given the final approval, an Excel Futures representative will notify you by phone with an account number and an access code.
Open an Account
Supplemental Forms
Account Transfer Form – Instructions to transfer account
Power of Attorney – Power of Attorney for Managed Accounts
Additional Risk Form – Additional Risk Disclosure for select Individuals
Custodial Account Agreement – Custodial Agreement for Minors
Sub-Account Request Form – Creating a sub-account within an account
Statements by Email – Receive Customer Statements and info by Email
Risk Disclosure – Disclosure statements.
Security Hedge Agreement Form – Security Agreement & Assignment
CPO Exemption Notice – Exemption for Commodity Pool Operations
Foreign Tax Form (W-8BEN) – Certificate of Foreign Status for US Taxes
Instructions for form W-8BEN – Instructions for Foreign Tax Form W-8BEN
Wire Transfers
You can make payment to ADM Investor Services either by check or by wire transfer. No money orders will be accepted. Please note all checks must be made payable to “ADM Investor Services” and sent to:
ADM Investor Services
141 W Jackson Blvd,Suite 1600-A
Chicago, IL 60604
Wire Transfer Instructions (USD)
BMO Harris Bank N.A. – Chicago, IL
ABA #071-000-288
Credit to: ADM Investor Services, Inc.
Customer Segregated Funds Account
Account No. 423-0538
For Further Credit: Customer Account Name and ADMIS Account #
ACH Payment Instructions
BMO Harris Bank N.A. – Chicago, IL
ABA #071-000-288
Credit to: ADM Investor Services, Inc.
Customer Segregated Funds Account
Account No. 166-4366
Sending Company: Customer Name
Addenda Info: Customer’s Name and ADMIS Account #
If you have any further questions, or for additional assistance or to request an application via US mail, call 1-888-959-9955.
