Open An Account

Integrated Brokerage Services, LLC and IBS Securities, LLC offer clearing services for many different types of traders, including Speculators, Commercial Hedgers and Physical Delivery clients trading on a Cash or Margined Basis either Self-Directed, Broker Assisted or Fully Managed.

Many account types may require additional documentation. After we have completed our initial review of your account application you may be notified that we require additional documents to be provided or executed. The available account types include:

Individual Account

Only the account holder has a financial interest in the account. This basic trading account is the same across all product lines. Individual Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self- Directed, Broker Assisted or Fully Managed basis.

Joint Account

One or more account holders have a financial interest in the account. This account type is most commonly utilized by husband/wife or other immediate family members and is the same across all product lines. Joint Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self-Directed, Broker Assisted or Fully Managed basis.

IRA Self-Directed

A self-directed Individual Retirement Account where the Plan Sponsor (an independent trustee) allows for the trading of various investment vehicles including futures, securities, foreign exchange or precious metals. Self Directed IRA Accounts require the establishment of a separate IRA Account with a IRA Trustee.

IBS has established relationships with the following IRA Trustees to facilitate the establishment of these types of accounts:

Futures and Foreign Exchange Millennium Trust Company
820 Jorie Boulevard, Suite 420
Oak Brook, Illinois 60523
Toll Free: 800/258-7878
www.mtrustcompany.com
Futures Fiserv Investment Support Services
717 17th Street — Suite 1700
Denver, Colorado 80202
Toll Free: 800/962-4238
www.fiserviss.com
Precious Metals
(Alliance Financial, LLC)
American Church Trust Company
14615 Benfer Road
Houston, Texas 77069
Toll Free: 800/228-8825
www.churchtrust.com
Equities
(IBS Securities, LLC)
U.S. Clearing, Inc.
Account established through IBS Securities, LLC

Corporate Account

Account holder is a formally organized Corporation. This basic trading account is the same across all product lines. Corporate Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self- Directed, Broker Assisted or Fully Managed basis.

Limited Liability Company Account

Account holder is a formally organized Limited Liability Company. This basic trading account is the same across all product lines. Limited Liability Company Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self-Directed, Broker Assisted or Fully Managed basis.

Partnership Account

Account holder is a formally organized Limited or General Partnership. This basic trading account is the same across all product lines. Partnership Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self-Directed, Broker Assisted or Fully Managed basis.

Trust Account

Account holder is a formally organized Trust. This basic trading account is the same across all product lines. Trust Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self-Directed, Broker Assisted or Fully Managed basis.

Pension Account

Account holder is a formally organized Pension Plan. This basic trading account is the same across all product lines. Pension Accounts can be established as either Cash or Margin Accounts and can be traded on either a Self-Directed, Broker Assisted or Fully Managed basis.