Account Access / Account Forms
Access Your Account With Investor Connect through RBC Dain Rauscher Clearing Correspondent Services Click here to access your account online
Account Forms
New Account Form (Individual)
New Account Form (Entity)
Form W-9 (Domestic)
Form W-8BEN (Foreign Investor)
Instructions for Form W-8BEN (Foreign Investor)
Traditional IRA Disclosure
Traditional IRA Signature Form
ROTH IRA Disclosure
ROTH IRA Signature Form
Account Transfer Form
Corporate / Partnership / Trust Accounts
Corporate Resolution
Certificate of Investment Powers for Corporations
Limited Liability Company (LLC) Resolution Certificate of Investment Powers for Limited Liability Companies
Certificate of Investment Powers for Trusts
|