DirectAccessElite

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Open an Account

Minimum Account Requirements \| Package Request Form

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To receive your free new account package containing everything you need to open your account with Scottsdale Capital Advisors, you may do either of the following:

Once you have your hardcopy forms fill them out completely and be sure to sign and date before sending them to:

Scottsdale Capital Advisors
7170 E McDonald Drive, Suite 6, Scottsdale, AZ 85253

You may fund your account by either enclosing a check with your package, or by wiring your funds to:

JP Morgan Chase
ABA# 021000021
FAO Penson Financial Services Inc.
Acct# 066-6-00030
For credit to customer name & account #
(Please ensure that you only wire in funds once your account has been approved and you have an account number.)

Your submission of an account application confirms that you have read and fully understand the Risk Notice and Disclaimers for online traders.

Minimum Account Requirements

$10,000 minimum balance for a cash account.
Accounts may be funded by check, bank wire, or securities transfer.
Checks in excess of $5,000 will require 10 business days to be credited to your account.
All direct access accounts require a signed margin agreement.

Package Request Form
Scottsdale Capital Advisors (Member FINRA, SIPC)

* First Name:	">
* Last Name:	">
Company Name:	"> (Only required for Corporate Accounts.)
* Address:	">
Address:	">
* City:	">
* State:
* Zip Code:	">
* Country:	">
* Phone:	">
Fax:	">
* E-mail:	">
Account Type:

Please help us to verify your suitability to be a "direct access trader" by answering the following questions:

Do you require an Options Trading Agreement?		checked<%end if%>> yes checked<%end if%>> no
Are you currently trading equities?		checked<%end if%>> yes checked<%end if%>> no
How long have you been trading?		">
Are you currently trading remotely?		checked<%end if%>> yes checked<%end if%>> no
If yes, what trading system or software are you using?		">
Which of the following tools are you familiar with?		checked<%end if%>> SOES checked<%end if%>> ECNs checked<%end if%>> Level II Quotes checked<%end if%>> Level II Order Entry
How many trades do you execute per day?
How much capital will you be trading with?		">
How will you be funding your account?
What is your level of risk tolerance?
Which of the following best describes your investment objective?

Please answer the following questions about your PC:

What type of processor are you using?
How much RAM is installed on your PC?	"> MB
How are you connected to the Internet?
What speed modem are you using?
How did you hear about DirectAccessElite?

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