"By forming relationships with several of the larger clearing firms, we've greatly expanded our available platforms and services. This allows us to offer you not just the available solution, but the best solution for your needs."
– Andy Daniels
Founder & CEO
R.J. O’Brien - Open an Account
Apply for an Individual or Joint Account
If you are a new applicant, you may complete R.J. O’Brien’s account application forms entirely online.
Opening an Individual or Joint Account (U.S. Citizens only):
- If you are a U.S. Citizen and wish to open an individual or joint account, you may complete R.J. O’Brien account application online.
You may also use this link to download forms to complete at home. - The process will begin by asking for your contact information and will walk you through the necessary forms.
- Once you have completed the online application forms, Daniels Trading will be immediately notified and begin processing your application.
- After receiving confirmation that your new account application has been approved, you may fund your account.
All other types of accounts
All other types of accounts, including foreign, please proceed to the Download Application page where you will find the necessary documents to begin the account application process.
