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Mailing Address:
Viking Financial LLC
2801 Townsgate Rd.
Suite 330
Westlake Village,
CA 91361

Phone:
805-778-0626

Toll Free:
800-818-5488

FAX:
805-778-0639

Opening an Account :
Download PDF Account Forms

3 Steps to Open Your Account:

  1. Select and download the appropriate forms for your new account from below. If you are a foreign person/entity, please click here. IMPORTANT: To trade Security Futures Products, you must click on and read the Security Futures Risk Disclosure Document, AND complete and submit the Security Futures Addendum.
  2. Print and complete the account documentation. Please ensure you sign and date all appropriate areas on all applications and forms. If you are a non-US account holder, please ensure you complete the relevant tax form necessary for us to process the account.
  3. Fax or mail your documents to Viking Financial, at the address/fax below. (Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact an account representative).

Mailing Address:

Viking Financial LLC
2801 Townsgate Rd., Suite 330
Westlake Village, CA 91361

Phones / FAX:

Toll Free: 800-818-5488
Fax: 805-778-0639

Adobe Acrobat Reader:


Forms:

You will need the Adobe Acrobat Reader to view this information.
Use the print function in Acrobat Reader to print the documents not on your browser.

Individual, Joint, Sole Proprietorship and IRA Accounts

Corporations, LLCs, Partnerships, LLPs, Trusts and Pension Plans

Application and Customer Agreement Information and Disclosures

If you are a foreign person/entity, please view this page


Additional Account Documentation

Account Transfer Authorization

Additional Account Request

Additional Disclosure for New Accounts

Canadian Non-Solicitation Statement

Change of Address Form

Change of Ownership Letter

Corporate Proprietary Letter

Doing Business As

Electronic Statements Consent Form

Foreign Questionnaire

Individual Proprietary Letter

Letter of Direction

MTrade Pro Notice of Fees

Risk Disclosure Document for Security Futures Contracts

Security Futures Addendum

Security Futures Omnibus Account Certification

Sole Ownership Corporate Proprietary Letter

Sole Proprietorship Certification

Supplemental Customer Information

Supplemental Risk Disclosure

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 to 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.

Please include the following upon submission of these account forms:

FOR US CITIZENS - A copy of your driver's license, state issued ID card, passport, utility bill or similar documents. You must include at least one document with a number and your signature.

FOR NON-US PERSONS - A copy of a passport, driver's license, valid government issued ID card or similar documents. You must include at least one document with a number and your signature.

FOR ENTITIES SUCH AS CORPORATIONS OR PARTNERSHIPS - Articles of incorporation, good standing certificates, partnership agreements, business licenses or similar documents.

We thank you for your cooperation in this matter.

For further information on the regulatory Anti-Money Laundering Requirements, please click here.


Use of this site constitutes acceptance of Terms of Use.
Information on System Requirements. A word about your Privacy.
Copyright © Viking Financial LLC - All Rights Reserved.
Futures trading involves risk of loss and is not appropriate for all investors.
Risk Disclosure Document for Security Futures Contracts (PDF)
Disaster Recovery Summary (PDF)
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