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Account Application - Test

Step 1 of 14 - Contact Information

7%
  • Customer Suitability

  • Trade Options

  • Fee Acceptance

    I acknowledge and agree that Cobra Trading, Inc. will deduct any applicable fees (such as short locate fees, overnight short interest, margin interest, monthly software and market data fees, etc.) electronically from my trading account.
  • Primary Applicant and/or Beneficial Owner Information

  • cannot be PO Box
  • Employment Status

  • Identification

  • Are you, your spouse, or any other immediate family members and dependents:
  • Co-Applicant Information

  • cannot be PO Box
  • Co-Applicant Employment Status

  • Co-Applicant Identification

  • Income

  • Investment Objectives

    Please rank by order of priority using numbers 1-4. 1 being the highest priority investment objective, 4 being the lowest priority investment objective.
  • Emphasis on investments that generate income.
  • Emphasis on investments more likely to appreciate in principal rather than generate income.
  • Emphasis on potential for significant appreciation; willing to accept a high risk for loss of principal.
  • Seeks to take advantage of short term trading opportunities. High turnover, high risk.
  • Risk Tolerance

    Conservative:
    I want to preserve my initial principal in this account, with minimal risk, even if it means this account does not generate significant income or returns and may not keep pace with inflation.

    Moderate:
    I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns, and understand I could lose a portion of the money invested.

    Aggressive:
    I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose all, or almost all, of the money invested.
  • Investment Experience

  • Source of Funds

  • Investment Information

  • Disclosure Permission

    You may disclose my name, address and security positions to requesting companies in which I hold securities under Rule 14b-1(c) of the Securities and Exchange Commission.
  • Account Information

  • FINRA Rule 2165 (Financial Exploitation of Specified Adults)

    By choosing to provide information about a trusted contact person, you authorize us to contact the trusted contact person listed below and disclose information about your account to that person in the following circumstances: to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by FINRA Rule 2165 (Financial Exploitation of Specified Adults).
  • Margin Account

  • Rule 14b-1(c) of the Securities Exchange Act requires disclosure to requesting companies of the name, address and securities positions of customers who are beneficial owners of that company’s securities, unless the customer objects. If you do not object to this disclosure, no action is required. If you do object, please check the box below.
  • Option Agreement

  • Level 1:
    Covered calls sold against stocks held long in your brokerage account
    Buy -writes (simultaneously buying a stock and writing a covered call)
    Covered call roll-ups/roll-downs

    Level 2 – All Level 1 strategies, plus:
    Long Calls Long Straddles
    Long Puts Long Strangles
    Covered puts (short stock and short put position)

    Level 3 – All Level 1 and 2 strategies, plus:
    Equity credit spreads
    Calendar/diagonal spreads
    Equity debit spreads
    Calendar/diagonal spreads
    Index debit spreads

    Level 4 – All Level 1, 2, 3 strategies, plus:
    Naked Equity puts

    Level 5 – All Level 1, 2, 3, 4 strategies, plus:
    Naked Equity calls and Naked Index calls/puts
  • Options Agreement- Primary Applicant

    Including Self
  • Options Agreement- Co-authorized person

    Including Self
  • Joint Agreement

  • Tenants in Common We are owners in common, each of having an undivided interest therein.

    Joint Tenants with Rights of Survivorship We are joint owners with right of survivorship, so that in case of the death of any of us, the entire account shall become the property of the survivor or survivors.
  • Corporate Account Agreement

  • Non Corporate Resolution

  • Trustee Certification

  • (Example: Jack Smith and Joan Smith trustees for the benefit of John Smith)
  • IRA Form I-C Adoption Agreement

  • Do not use POB
  • In connection with securities positions held by us for your benefit, Rule 14b-1(c) of the Securities Exchange Act requires us to disclose to an issuer the name, address and securities position of each beneficial owner of such issuer’s securities, unless the beneficial owner objects to such disclosure. If you object to the disclosure of such information, check the box below:
  • Source of Contributions

    Check all applicable boxes
  • Beneficiary Designation

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3008 E. Hebron Pkwy

Building 400 Carrollton, TX 75010

P  877-792-6272
F  972-491-3111
E  info@cobratrading.com
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Please note, system availability, market volatility, volume and other factors may delay system access and trade execution. Investing involves risk and the loss of principal is possible.

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Open an Account
  • Why Cobra?
    • Why Cobra?
    • About
    • Futures
    • Careers
  • Platforms
    • Platforms Overview
    • DAS Trader Platform
    • Sterling Trader Platform
    • Web and Mobile
    • API Services
    • Cobra TradingView Integration
  • Pricing
  • Community
  • Prime
  • Resources
    • Resources Overview
    • FAQs
    • Request a Demo
    • Community
Request a Demo