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| Download and Print New Account Forms |
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You need to have Adobe Acrobat Reader in order to download and
print the forms listed below. If you do not have Acrobat Reader,
you must first download it for free from Adobe.
REQUIRED:
OPTIONAL:
- Options Account Application (PDF, 26k)
- Limited Trading
Authorization Form (DOC, 276k)
- Transfer of Assets
Form (PDF, 29k)
- If you are going to be transferring funds and/or securities
from another brokerage firm, then complete and sign this form.
Please be sure to provide the date, account title, tax ID or social
security number, carrying firm's name and address. Also, please
sign this and attach a copy of your most recent monthly statement.
Unless otherwise specified, a full account transfer is assumed.
Please contact the customer service desk at (800) 554-5507
with any questions regarding the new account forms.
Please return all agreements and transfer of assets forms to:
LaSalle Financial Services
135 S LaSalle Street
Suite 2111
Chicago, IL 60603
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PDF files require the use of the Adobe® Acrobat
Reader®. Use the link above to download a free copy from the Adobe®
web site. To complete the download, simply follow the step by step instructions
at the Adobe site. During the download, be sure to take note of the location
of the saved file. When the download is complete, find the saved file
and double click it. A setup program will launch and install Adobe Acrobat
Reader for you.
Adobe® and Acrobat Reader® are registered
trademarks of Adobe Systems, Inc.
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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 you 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. We
may also independently verify your identity through the comparison
of identifying information you have provided with information we
obtain from a consumer reporting agency, public database or other
source.
Securities and Insurance Products are provided by LaSalle Financial Services, Inc. and:
| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
| Are Not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity |
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LaSalle Financial Services, Inc. is a registered broker/dealer, member of FINRA and SIPC, and a Licensed Insurance Agency. LaSalle Financial Services, Inc. is a nonbank subsidiary of LaSalle Bank N.A., and an affiliate of LaSalle Bank Midwest N.A. and Bank of America, N.A., all of which are subsidiaries of Bank of America Corporation.
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