SogoTrade ACAT Account Transfer Form
Use this form to transfer securities and/or funds to your SogoTrade account from your account at another financial institution.
SogoTrade Internal Transfer of Assets Form
Use this form to transfer securities and/or funds between two SogoTrade accounts or between a SogoTrade account and a SogoElite account.
Reimbursement Request Form
When you complete an account transfer, valued at $25,000 or higher, to your SogoTrade account, SogoTrade will reimburse, up to a maximum of $100, the account transfer fees imposed by the delivering broker.
Electronic Transfer (ACH) Withdrawal Form
Use this form to initiate a manual electronic withdrawal (ACH) from your SogoTrade account.
Wire Deposit Form
Use this form to request a wire deposit from your SogoTrade account.
Wire Withdrawal Form
Use this form to initiate a wire withdrawal from your SogoTrade account.
Check Deposit Instruction Form
Instructions for depositing a check to your SogoTrade account.
Check Withdrawal Form
Use this form to request a check withdrawal from your SogoTrade account.
Limited Trading Authorization
Authorization limited to cash/margin purchases and sales of securities and securities futures and commodities only
W-9 Form
Use this form to change your backup withholding status or to correct errors to your social security number.
Foreign Status Account W-8BEN form
Necessary form for all foreign nationals applying for a SogoTrade application regardless of place of residence.
SogoTrade Signature Form
Required of all account holders. Use this form to submit your signature on file, which will be used to authenticate your future wire and check requests.
Limit Trading Authorization Form
Use this form to authorize a non-account holder to trade on your SogoTrade account.
Stock Relinquishment Form
Use this form to dispose of a worthless stock position.
Transfer on Death Beneficiary Plan Agreement Form
Use this form to designate beneficiaries to your SogoTrade account.
Change of Address Form
Use this form to modify the address you have on file with SogoTrade.
Corporate Materials Electronic Delivery Form
Use this form to sign up for electronic delivery of Proxy statements and other shareholder materials
Irrevocable Stock Power