Personal Information
Occupation Information
Finance & Investment
Account Type
Options Trading
Tax Certification
Review
Financial Information & Investment Experience
Tradesk is required by law to collect this information.
1. What are your income sources?
2. What is your approximate annual income?
3. What is your approximate total net worth?
4. What is the total value of your cash and liquid investment?
5. What is your overall investment objective?
6. How long do you plan to invest your money?
7. How much investment experience do you have?
8. Which of the following statements best describes my attitude toward short-term losses or gains?
9. How important is Liquidity to you?
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