Glendale Securities, Inc. - Open an Account

New Account Instructions

Want us to mail you new account forms? Contact Us

Customer Service:
(866) 803-7900
(818) 907-1505

Fax:
(818) 907-1506

Additional Forms
Margin Disclosure
Deposit Certificates
Options Disclosure

Please click on the appropriate approval type for the account you would like to open.
Make a copy of a valid government issued identification (eg. Drivers License or Passport).
International and Resident Aliens must complete an IRS W-8Ben when opening an account and every two years after opening a new account. The original W-8Ben must be mailed to Glendale Securities Inc.
If you want to deposit certificates please follow the instructions here.
Complete and sign your application where appropriate and fax your completed application and a copy of your picture ID to (818) 907-1506. You may also mail your completed application to:

Glendale Securities, Inc.
15233 Ventura Blvd., Suite 712
Sherman Oaks, CA 91403

Account forms require Adobe Acrobat Reader to be viewed. Adobe Acrobat is freely available for download from Adobe. If you need assistance opening an account please contact customer service at (866) 803-7900.

Account Type	Approval Types
Individual	Individual US - Cash Individual Foreign - Cash
Joint Account - Joint Tenants with Rights of Survivorship (JTWROS) or Tenants in Common	Joint US - Cash
Corporate Account Include a copy of the Articles of Incorporation with the new account application.	Corporate US - Cash Corporate Foreign - Cash
Partnership Account Include a copy of the Partnership Agreement with the new account application.	Partnership - Cash
Limited Liability Corporation (LLC) Include a copy of the Articles of Organization with the new account application.	LLC - Cash
Trust Include a copy of the Trust Agreement with your new account application.	Trust - Cash
Custodial	contact customer service
Investment Clubs	contact customer service
Retirement Accounts - Complete New Account Approval Form and the corresponding IRA Simplifier: Contact us for more information on the following types of Retirement Accounts: SEP IRA Coverdell ESA Money Purchase Plan Profit Sharing Plan Solo 401(k)	Roth IRA Traditional IRA

Additional Account Services

Please complete the forms below for any additional services that you may want to add to your account. Fax completed forms to (818) 907-1506 or mail to:

Glendale Securities, Inc.
15233 Ventura Blvd., Suite 712
Sherman Oaks, CA 91403

You may also email documents to clientservice@glendalesecurities.com. Please call to confirm receipt of documents sent via email.

Services	Forms
Account Transfer Include a copy of your most recent account statement from your broker dealer..	Account Transfer Form
Check writing and Debit Card	U.S. Accounts - no minimum balance requirement
Margin Trading	Margin Agreement
Option Trading	Option Agreement

*Options involve risk and are not suitable for all investors. Investors should read Characteristics and Risks of Standardized Options before opening an option account. Option trading may be available depending upon suitability for some retirement accounts. Please contact Customer Service at (866) 803-7900 if you are considering trading options in a retirement account.

**Margin Accounts require an initial deposit of $2000 and must maintain at least a $2000 balance to remain a margin account. Please read the Margin Disclosure before opening a margin account.


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Business Continuity Plan \| Options Disclosure Statement \| Customer Identification \| Penny Stock Disclosure

System response and access times may vary due to market conditions, system performance, and other factors. Non-U.S. residents may be subject to country-specific restrictions. Options involve risk and are not suitable for all investors. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction. View Registered Jurisdictions.
Copyright © Glendale Securities, Inc., 2011. All Rights Reserved. Member FINRA and SIPC .