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 Open Account with us is quick and easy.
There are 3 easy ways to start:
- IN PERSON. If you are in the Chicago Metro Area, just stop by or
call for an appointment.
- BY TELEPHONE. The best way is to call us at
1-800-333-8808 and we can take your application right over the phone. Web-typing
is not needed. Then we will fax or FedEx the forms with the information you
told us for your signature. After that, you can start depositing funds or
transfer your other brokerage accounts to CIG. That is it.
- BY PAPER. Due to our internal control policy, we will always
require the actual forms that you signed. You can always download the forms and return them by fax
or mail if you wish.
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Print the forms on the left if your investment
activity involves: |
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Most Common Forms
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BASIC ACCOUNT |
MARGIN ACTIVITIES |
OPTIONS ACTIVITIES |
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- New Account Form
submitted with a copy of government ID like Passport or Driver License
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Other Forms and Disclosure
Account Types
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- Most basic Account.
- Can trade on cash or margin.
- free check book. Gold Visa debit card (optional).
- "We take pride in helping our customers"
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Forms needed:
- New Account Form
- W-9 Tax Reporting
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- Best for husband/wife or multiple-party.
- Any account holder can make transactions
- free check books. Gold Visa debit card (optional).
- Can trade on cash or margin.
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- Divide your personal assets from business assets.
- Cleaner Tax Reporting
- Tax Advantages
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- For investors outside the U.S.
- Participate the US investment markets directly
- Tax Advantages
- Diversify investing assets
- Easy money management tools.
- "America is one of the most stable government and has the most solid
market structure"
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- Choose from CDs, Bonds, Stocks, Options, Mutual Funds, Annuities
and/or Insurance products.
- Consolidate all other 401(k)s, IRAs from former employers for easy
management
- Tax Advantages
- We offer "principal guaranteed" investment products.
- Expert advice on effective retirement investing.
- "Most people retire broke because they don't plan to fail but fail
to plan"
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- From Income generation to Aggressive Speculation
- We have in-house options experts that can assist you in using
options correctly.
- Highly Flexible.
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