Downloads


Please click to download any of the documents:
  • Individual Account or Sole Proprietorship Account - Download
  • Individual Account with Power of Attorney or Sole Proprietorship Account with Power of Attorney - Download
  • Joint Account - Download
  • Joint Account with Power of Attorney - Download
  • Corporate Account - Download
  • Corporate Account with Power of Attorney - Download
  • Limited Liability Company Account - Download
  • Limited Liability Company Account with Power of Attorney - Download
  • Trust Account - Download
  • Trust Account with Power of Attorney - Download
  • Partnership Account - Download
  • Partnership Account with Power of Attorney - Download
  • Account Opening Procedures - Download
  • Account Transfer Form - Download
  • Managed Accounts (Power of Attorney) and Exempt Commodity Trading Advisor Forms - Download
  • Security Agreement and Assignment of Account - Download
  • RJO Hedge Representation Letter - Download
  • Single Stock Futures Account Opening Documents (Current Clients Only) - Download
  • NFA Risk Disclosure Statement For Security Futures Contracts - Download
  • Request for Electronic Transmission of Customer Statements - Download
  • Related Account Authorization Form - Download
  • Customer Address Change Form - Download
  • W-8 Forms for International Customers - Download
  • Account Funding Information - Download
Foreign Language Forms
For your convenience and ease, R.J.O'Brien provides account opening documents in French, German, Italian, and Spanish. Please note: The translation of your R.J.O'Brien Customer Account Documentation is a legally non-binding translation. In the event of a dispute, the English version will govern. YOU MUST COMPLETE AND SIGN THE ENGLISH VERSION. Additional R.J.O'Brien Forms:

Please click to download any of the documents:
  • Individual & Joint Application - Download
  • Corporate Account Application - Download
  • Partnership Account Application - Download
  • Trust Account Application - Download
  • Pension Plan Account Application - Download
 
Make Windsor Wealth Management Your Discount Commodities Broker.
Trading with Windsor Wealth Management you're able to take advantage of:
Market Summary
Dow Jones 0.08
NASDAQ Com 16.03
S&P 500 IN 4.12

Windsor Wealth Management
101 Plaza Real South
Suite 207
Boca Raton, Florida 33432

Phone: 1.888.8windsor || 561.368.5450
Fax: 1.877.3windsor || 561.392.0128
Email: info@windsorwealth.com
Web: www.windsorwealth.com
Futures and options trading involve significant risk of loss and is not suitable for everyone. Options, Cash & Futures markets are separate and distinct and do not necessarily respond in the same way to similar market stimulus. A movement in the cash market would not necessarily move in tandem with the related futures and options contract being offered. In trading futures you can lose more that your initial investment.