Application Questions
Definition of With/Without Right of Survivorship
When opening a joint trading account, traders are required to note the designation of tenancy. This will typically be designated as "Tenants in common" or "With right of survivorship". "Tenants in common" means upon death, the portion of the account ...
IRA Account Setup Process
Below you will find the steps involved with opening a self-directed IRA account with us. IRA Account: You will need to roll your IRA to a futures friendly IRA custodian. We primarily work with Midland IRA and have a special with them to waive setup ...
FCM Fees
Funding your account at Edge Clear often requires wiring funds to your segregated account at the FCM. Though most FCMs do not charge a fee for the transfer of funds into an account, they may charge a fee for the transfer of funds out of the account. ...
What FCM's does Edge Clear work with?
Edge Clear works with: Phillip Capital Dorman Trading Ironbeam To open a live account with Edge Clear, please use the following link to fill out the application: https://edgeclear.com/open-account/
How do I fill out my tax documents?
We recommend you reach out to your tax specialist or accountant to verify the proper way to complete your tax documents. We are not tax specialists, and it is best to talk to someone who is to ensure you are completing the documentation correctly.