Open an Account
Home > Open an Account > Additional Documents

Please review the following forms to ensure you provide all necessary information when applying for an account. Please send documents to:

Foss Mountain Capital, LLC
870 South River Street
Marshfield, MA 02050

Tel: (877) 8-CTA-DATA
Tel: (877) 828-2328
Fax: (617) 830-8890
info@fossmountaincapital.com

Adobe(R) PDF Icon Complete Set

Complete set of new account opening documents: English | Deutsch

Adobe(R) PDF Icon Power of Attorney Required form if a CTA will be trading the account on your behalf.
Adobe(R) PDF Icon W-8BEN Form Required for foreign accounts.
Adobe(R) PDF Icon Email Statement Options Complete to receive your daily and monthly statements via email.
Adobe(R) PDF Icon Account Transfer Form for transfering money or positions from another firm to PFG.
Adobe(R) PDF Icon Canadian Non Solicit Required for Canadian citizens.
Adobe(R) PDF Icon Corporate Own Funds Required for corporate accounts.
Adobe(R) PDF Icon Letter Of Direction Required form if you have a broker that will trade a third-party trading system.
Adobe(R) PDF Icon Own Funds Required form if your occupation might be investment related.
Adobe(R) PDF Icon Second Account Request Letter Required if you open more than one account.

IRA/SEP/401k Complete Set