Obtain all forms necessary to begin opening an account through R.J. O’Brien. You may choose to fill out an application online or download the application forms.
If you are a U.S. Citizen and wish to open an individual or joint account, you may complete R.J. O’Brien’s account application online.
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.
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.
Download Your Application
Download the forms necessary to open your account. Complete and send your application to a Daniels Trading representative via fax, email or mail.
- MAILING ADDRESS:
- Daniels Trading
Attn: dt Broker or Support Professional’s Name
100 South Wacker Drive
Chicago IL, 60606
- Daniels Trading
New Account Documents
Please fill out the Account Opening Booklet. In addition to the account form booklet you must also download the disclosure booklet and sign the acknowledgment at the end of the booklet along with your account forms.
Please select the additional forms required for your account type.
- Clearing Member Disclosure Statement – Indirect Clearing
- Direct Client Disclosure Statement – Indirect Clearing
- Account Transfer Form
- Managed Accounts (Power of Attorney)
- Exempt Commodity Trading Advisor Forms
- Power of Attorney Revocation
- Security Agreement and Assignment of Account
- RJO Hedge Representation Letter
- “Doing Business As” (DBA) Letter
- Document Delivery Form (Previously called Statement Notification/Delivery)
- NFA Investor Advisory — Futures on Virtual Currencies Including Bitcoin
- CFTC Customer Advisory — Understand the Risks of Virtual Currency Trading
Special Disclaimer for Applicants
This document is not an offer of solicitation for the purchase or sale of any Commodity. Before trading one should be aware that with potential profits there is also potential for losses that may be very large. Futures investing involves risk and is not suitable for everyone. Those acting on this information are responsible for their own actions.
Attention Non-U.S. Residents
The services provided by R.J. O’Brien & Associates (“RJO”) may not be available in all jurisdictions. It is possible that the country in which you are a resident prohibits us from opening and maintaining an account for you. If in doubt, please contact a Daniels Trading account representative.
Once the application has been reviewed and approved, you may fund your account and begin trading.
Contact us for a consultation.
For a consultation with a Daniels Trading representative, call us toll-free at +1.800.800.3840, or contact us using the form below. We are eager to match you with the services that best suit your trading style and the clearing firm that will best meet your needs.
If you have not discussed Daniels Trading’s various services with one of our representatives, or if you have any questions, please contact us directly.
Please complete the form below. The fields marked with an (*) are required.
Your privacy is important to us.