Ditto Trade Knowledge Base
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Overview | Recent

Tax & Legal (3) »

  • Transfer on Death Agreements
  • W-9
  • Limited Trading Authorization

Account Management (6) »

  • Account Transfer Request (ACAT)
  • Securities Transmittal
  • Stock Power

Real Time Quote Agreements (2) »

  • NASDAQ (includes NYSE and AMEX) Online Subscriber Agreement
  • OPRA Electronic Form of Subscriber Agreement

Retirement Accounts (IRAs) (7) »

  • IRA Deposit Slips
  • Roth IRA Application
  • IRA Conversion Request

Account Documents (8) »

  • Margin Agreement
  • Options Agreement
  • New Account Application

Lead Trader Program (2) »

  • Vendor Agreement Form
  • Lead Trader Subscription

Joint Accounts (4) »

  • Joint Account- Tenants by Entirety
  • Joint Account-Tenants in Common
  • Joint Account-Community Property
 
 

Forms

We've compiled and organized manual versions of forms for account opening, account management, tax & legal, and more.

If you choose to fill out a form manually, please:

Scan and e-mail to [email protected]

Fax to 312-263-8333

Mail to: Ditto Trade, Inc. 200 W. Monroe St. Suite 1430 Chicago, Illinois 60606

If you do not find the solution to your issue please contact us via the various support channels we offer:

E-mail: [email protected]

Live Chat: Access via "Help" tab

Twitter: @DittoTradeHelp

Phone: 877-99-Ditto

 

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