Account Forms
Exchange Traded Futures & Options Forms
Open an account to trade exchange traded futures and options with the FCM Division of StoneX Financial Inc.-
Interested in opening an account?
Complete this short account request form to initiate the account opening process.
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Additional Disclosure for Direct Clients trading on European Exchanges
The file below contains an additional disclosure which applies to direct customers who trade with INTL FCStone Financial Inc. on European Union domiciled exchanges.
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Additional Disclosure for Omnibus Clients trading on European Exchanges
The file below contains an additional disclosure which only applies to customers who have an omnibus relationship with INTL FCStone Financial Inc. and trade on European Union domiciled exchanges.
Off-Exchange Foreign Currency Forms
Open an account to trade off-exchange foreign currency products through StoneX Markets LLC-
Interested in opening an account?
Complete this short account request form to initiate the account opening process.
For questions, please contact your StoneX Account Representative or:
Jennifer Leigh
Corporate Accounts Manager
1251 NW Briarcliff Parkway, Suite 800
Kansas City, MO 64116
Tel: +1-816-410-7147
Fax: +1-816-410-5054
Jennifer.leigh@intlfcstone.com
Important Information About Procedures For Opening A New Account
Please note that StoneX Markets LLC’s OTC products are available only to individuals or firms who qualify under the U.S. Commodity Futures Trading Commission’s rules as an “Eligible Contract Participant” (ECP).To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Over the Counter (OTC) Forms
Open an account to trade over the counter financial products through StoneX Markets LLC-
Interested in opening an account?
Complete this short account request form to initiate the account opening process.
For questions, please contact your StoneX Account Representative or:
Jennifer Leigh
Corporate Accounts Manager
1251 NW Briarcliff Parkway, Suite 800
Kansas City, MO 64116
Tel: +1-816-410-7147
Fax: +1-816-410-5054
Jennifer.leigh@intlfcstone.com
Important Information About Procedures For Opening A New Account
Please note that StoneX Markets LLC’s OTC products are available only to individuals or firms who qualify under the U.S. Commodity Futures Trading Commission’s rules as an “Eligible Contract Participant” (ECP).To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
OTC Disclosure Documents
ISDA Disclosures to open an OTC account.-
ISDA Copyright Notice
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General Disclosure Statement for Transactions
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Disclosure Annex for Commodity Derivative Transactions
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Disclosure Annex for Foreign Exchange Transactions
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Disclosure Annex for Interest Rate Transactions
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Disclosure Annex for Equity Derivative Transactions
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Disclosure of Material Conflicts of Interest
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Notice of Certain Rights with Respect to Clearing Swaps
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Notice of Daily Mark
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Notice of Procedure for Client Complaints
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Notice Regarding Pre-Trade Information
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Notification of Right to Segregation of Initial Margin
Templates & Disclosures
Disclosures for opening an account through StoneX Financial LtdThis section contains optional schedules (Board Resolution, Power of Attorney) for Account Opening, alongside Risk & European Exchange Disclosures (LME, ICE Europe) for customers of StoneX Financial Ltd. Full account documents are not currently available online. Please contact metals@stonex.com in interested in LME trading or visit Contact Us and choose a contact by product from our London team.
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2015 INTL FCStone Ltd - Schedule to Client Agreement: Template Power of Attorney
2015 INTL FCStone Ltd - Schedule to Client Agreement: Template Power of Attorney
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2015 INTL FCStone Ltd - Schedule to Client Agreement, Template Certification of Board Resolution
2015 INTL FCStone Ltd - Schedule to Client Agreement, Template Certification of Board Resolution
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2015 INTL FCStone Ltd - Understanding the Risk of Derivative Products
2015 INTL FCStone Ltd - Understanding the Risk of Derivative Products
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Risk Disclosure Annex for Foreign Exchange Transactions
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2015 ICE Futures Europe Rule 1.25 Risk Disclosures
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2020 Guide on LME Structure, Market Terminology and Order Execution
2020 Guide to LME Structure, Market Terminology and Order Execution
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Anti-Human Trafficking and Modern Slavery Statement 2021
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SFL Responsible Sourcing Policy 2021
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IFL Direct Electronic Access Compliance Manual
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StoneX Financial Limited - Tax Strategy 2020
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Investment Recommendation Disclosure
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StoneX Financial Ltd MiFID II Ex- ante Costs and Charges Disclosures
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StoneX Financial Ltd Conflicts of Interest Policy
MiFID & EMIR Disclosure Documents
This section contains required disclosures for StoneX Financial Ltd and the FCM Division of StoneX Financial Inc. in respect of the European Markets Infrastructure Regulation (“EMIR”) and Markets in Financial Instruments Directive ("MiFID")-
INTL FCStone Financial Inc. EMIR Clearing Member Fees Disclosure
INTL FCStone Financial Inc. EMIR Clearing Member Fees Disclosure
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StoneX Financial LTD's Order Execution Policy
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INTL FCStone Ltd Information on Top 5 Execution Venues
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StoneX Financial Ltd Information on Top 5 Execution Venues 2019
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StoneX Financial Ltd Information on Top 5 Execution Venues 2020
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SFL Direct Electronic Access "DEA" Due Diligence Questionnaire
SFL Direct Electronic Access "DEA" Due Diligence Questionnaire
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SFL Indirect Clearing Addendum
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SFL EMIR Clearing Member Fees Disclosure
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SFL Clearing Member Disclosure - Direct and Indirect Clearing
SFL Clearing Member Disclosure - Direct and Indirect Clearing
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RTS 27 Reporting 2018
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RTS 27 Reporting 2019
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RTS 27 Reporting 2020
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Exotix Partners LLP Disclosures
IFPL Customer Onboarding Documents
Open an account with INTL FCStone Pte. Ltd. (IFPL)This section contains Account Opening forms for Accredited Investors, Expert Investors, and Institutional Investors of INTL FCStone Pte. Ltd. (IFPL)
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IFPL Customer Agreement
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New Customer Application Form - Business Entity (Non-Natural Persons)
These forms are intended for the onboarding of Business Entity (Non-Natural Persons) for INTL FCStone Pte. Ltd. (IFPL)
New Customer Application Form - Business Entity (Non-Natural Persons)
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New Customer Application Form - Financial Institution
These forms are intended for the onboarding of Financial Institutions for INTL FCStone Pte. Ltd. (IFPL)
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New Customer Application Forms - Individual (Natural Persons)
These forms are intended for the onboarding of Individuals (Natural Persons) for INTL FCStone Pte. Ltd. (IFPL)
New Customer Application Forms - Individual (Natural Persons)
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New Customer Application Forms - Joint Account (Natural Person)
These forms are intended for the onboarding of Joint Accounts (Natural Persons) for INTL FCStone Pte. Ltd. (IFPL)
New Customer Application Forms - Joint Account (Natural Person)
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IFP Accredited Investor Form
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IFP Accredited Investor Opt-Out Form
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IFP Expert Investor Form
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IFP Institutional Investor Form
Key Information Documents
In this section you will find links to the key information documents related to trading specific asset classes available on the City Index, Forex.com UK and Tradefair websites.The Packaged Retail Investment and Insurance Products (PRIIPs) regulation, requires firms to provide its retail clients with certain key information documents relating to the products and services provided. These documents aim to help you better understand the nature, risks, costs and potential gains and losses associated with trading StoneX Financial Ltd’s products.
City Index
https://www.cityindex.co.uk/key-information-documents/
Forex.com UK
https://www.forex.com/en-uk/key-information-documents/
Tradefair
The trading of commodities and derivatives such as futures, options, and swaps involves substantial risk of loss and may not be suitable for all investors. Advisory services as well as the trading of futures and options is available through various subsidiaries of StoneX Group Inc. including but not limited to the FCM Division of StoneX Financial Inc. Public Disclosures for the FCM Division of StoneX Financial Inc. The trading of over-the-counter products or swaps is available through subsidiary StoneX Markets LLC to individuals or firms who qualify under CFTC rules as an eligible contract participant. Please click here for the full disclaimer
Important Information About Procedures For Opening A New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Client Service Center
Do you have a question about your new or existing account? Need more information on how to fill out an account form?
Our Client Service Center is here to assist you with your needs.
Call toll-free 1-877-414-4435 from 8 am – 4:30 pm Central Time, Monday-Friday for prompt and reliable assistance or email CSC@stonex.com.
Meet the Team
230 Park Avenue
10th Floor
New York, NY 10169
Tel: +1 (212) 766-0100
1251 NW Briarcliff Parkway
Suite 800
Kansas City, MO 64116
Tel: +1 (800) 255-6381
Moor House, 1st Floor
120 London Wall
London EC2Y 5ET
Tel: +44 20 3580-6000
Rua Joaquim Floriano
413 - 14th Floor Itaim Bibi
São Paulo, SP
Tel: +55 11 3509-5400
One Raffles Place
#12-62 Tower 2
1 Raffles Place
Singapore 048616
Tel: +65 6309 1000
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