Janet became an offsite
trader in October. She works from the comfort
of her own home, and enjoys trading when the market is really active. Isn't it nice her pool is only a few steps away?

Offsite Customers:

1. For further information, contact us at 1-201-499-8741 or 1-646-865-7367 (8:30 a.m. to 5:00 p.m. EST), or at contact@holdbrothers.com.
2. Once you have submitted your application, you will be contacted by a Hold Brothers representative to review the completed package.
3. Your account will be available for trading upon approval by the compliance department and funding of your account.

• $30,000.00 minimum to open and maintain a client account
• $100,000.00 minimum net worth
• Review and interview by compliance before an account will be approved
• You must be a resident of one of the following states*:
  AZ, CA, CO, CT, FL, IL, MA, MI, MN, NE, NJ, NY, NC, OH, PA, SC, TX, UT, VA, WA, WI

Types of Accounts Available:  As a customer trader, you may open any of the following personal accounts with Hold Brothers. Please be advised that you may open only one account under the same registration type and SS#/Tax ID#. 

Individual Account: An account registered in the name of one individual, who is owner of that account..

Joint Tenants with Rights of Survivorship: An account in the names of two or more individuals. If one tenant dies, the deceased's portion goes to the surviving party and not to the decedent's estate.

Joint Tenants in Common: An account in the names of two or more individuals. If one tenant dies, that person's portion of the account becomes the property of his or her estate.

Joint Tenants by the Entirety: A form of joint ownership applicable in some states that can only be created by a husband and wife during their marriage. Tenancies by the entirety have survivorship rights, like joint tenancies, but may not be terminated during the marriage by action of only one of the tenants.

IRA (Individual Retirement Account): A personal and individual tax-deferred retirement account. An individual can contribute up to $2,000 a year, and the contribution may be tax deductible depending on an individual's eligibility.

Roth IRA: A personal and individual retirement account (not tax-deferred) that provides for tax-free withdrawals (if held for five years and owner is at least 59 1/2 years of age).

SEP/IRA (Simplified Employee Pension): A personal tax-deferred retirement account in which both the employee and the employer contribute to an individual IRA.

If you choose, you may also open the following non-natural entity accounts:

Corporate Account: An account registered in the name of a corporation. The Tax ID and executed copy of the corporate resolution and authorization of persons to trade/invest signed by the corporation are required. This is in addition to regular account opening documents.

Partnership Account: An account registered in the name of a partnership. The Tax ID number and a copy of the executed Partnership Agreement/Certificate and Investment Authorization are required.

Limited Liability Company Account: An account registered in the name of a limited liability company (LLC) which is a hybrid entity that combines the tax flow-through aspects of a partnership with the liability protection of a corporation or a limited partnership. The Tax ID and executed copy of the corporate resolution and authorization of persons to trade/invest signed by the corporation are required.