Contact Us | (866) 803-7900 | (818) 907-1505  
 
   
     
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


  1. Please click on the appropriate approval type for the account you would like to open.
  2. Complete instructions for each type of account are included on the account forms.
  3. International and Resident Aliens must complete an IRS W-8Ben when opening an account and every three years after opening a new account. The original W-8Ben must be mailed to Glendale Securities Inc.
  4. If you want to deposit certificates please follow the instructions here.
  5. 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 TIC

Joint US - Cash

Corporate Account

Corporate US - Cash

Corporate Foreign

Partnership Account

Partnership - Cash

Limited Liability Corporation (LLC)
LLC - Cash
Trust
Trust - Cash
Trust (Under Will)
Trust - Cash
Custodial Custodial - Cash

Retirement Accounts

IRA/Roth - Cash

 

   
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 cs@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
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.

   
Contact Us | Privacy Statement | Day Trading | SEC Rule 605 & 606 | Site Map | Margin Disclosure Statement

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., 2013. All Rights Reserved. Member FINRA and SIPC .