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CORPORATE, LLC, LLP, TRUST & PENSION ACCOUNTS
Below are instructions for opening a business entity account. These instructions are specific to what you want to do--trade a system, open a managed futures account or trade on your own--and there specific instructions for the type of entity opening the account--LLC, Corporation, Trust, etc.
Accounts of BTR Trading Group clients are held by MF Global. If you have any questions regarding the account opening process or which type of account is right for you, please call 1-800-453-4474 or email info@btrtrading.com.
I want to:
Trade a Trading System | Trade a Managed Futures Program | Trade on My Own
Once you have completed your account documents as instructed, please fax them to 312-212-4073, scan and email them to info@btrtrading.com or mail them to:
BTR Trading Group
125 South Wacker Drive, STE 300
Chicago, IL 60606
Once you have submitted your account paperwork and we have issued you and account number, you will be able to fund your account. You may do so by wire transfer, broker transfer (transfer of funds from an existing brokerage account to your BTR account) or by a mailed check. Please make checks out to "MF Global" and mail checks as follows (reference your account number in the memo field of check):
MF Global
440 South La Salle Street, 20th Floor
Chicago, IL 60605
Instructions for Trading System Accounts:
 Download the Disclosure and Customer Agreement. Please review this document. There is nothing to sign.
Please read our Privacy Policy |
Download the Business Entity Account Form. All entities must read the instructions and fill out and sign (or initial) the following pages: 3, 6, 7, 8, 15, 16, 18, 32, 33, & 34.
CORPORATIONS: In addition to the pages above, please fill out and sign pages 4, 19, & 20. Also please include a copy of your Articles of Incorporation and attach your corporate seal.
LLCs: In addition to the pages above, please fill out and sign page 21 and provide a copy of your Operating Agreement.
LLP Accounts: In addition to the pages above, please fill out and sign pages 22 & 23 and provide a copy of your Partnership Agreement.
PENSIONS & TRUSTS: In addition to the pages above, please fill out and sign pages 24 & 25 and please enclose a copy of your Pension Plan.
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| Download the Additional Risk Disclosure Form. Please read and sign this form. |
| Download the Letter of Direction. Please read and sign this agreement, noting which trading system you intend to trade. |
| Download the Electronic Statements Consent Form. Clients wishing to avoid mailing fees and receive statements via email, please complete this form. |
| Download the Supplemental Risk Disclosure Form. Please read and sign this form. |
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Instructions for Managed Futures Accounts:
Download the Disclosure and Customer Agreement. Please review this document. There is nothing to sign.
Please read our Privacy Policy |
Download the Business Entity Account Form. All entities must read the instructions and fill out and sign (or initial) the following pages: 3, 6, 7, 8, 15, 16, 18, 26, 27, 28, 29, 30, 32, 33, & 34.
CORPORATIONS: In addition to the pages above, please fill out and sign pages 4, 19, & 20. Also please include a copy of your Articles of Incorporation and attach your corporate seal.
LLCs: In addition to the pages above, please fill out and sign page 21 and provide a copy of your Operating Agreement.
LLP Accounts: In addition to the pages above, please fill out and sign pages 22 & 23 and provide a copy of your Partnership Agreement.
PENSIONS & TRUSTS: In addition to the pages above, please fill out and sign pages 24 & 25 and please enclose a copy of your Pension Plan.
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You will need to download and read the disclosure document of the CTA whose program in which you will participate. If you need help obtaining this document, please contact BTR Trading Group. |
You will need to complete the CTA's advisor agreement. Please return the signature pages to BTR Trading Group. If you need help obtaining this document, please contact BTR Trading Group. |
Download the Electronic Statements Consent Form. Clients wishing to avoid mailing fees and receive statements via email, please complete this form. |
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Instructions for Self-Directed Accounts:
Download the Disclosure and Customer Agreement. Please review this document. There is nothing to sign.
Please read our Privacy Policy |
Download the Business Entity Account Form. All entities must read the instructions and fill out and sign (or initial) the following pages: 3, 6, 7, 8, 15, 16, 18, 32, 33, & 34.
CORPORATIONS: In addition to the pages above, please fill out and sign pages 4, 19, & 20. Also please include a copy of your Articles of Incorporation and attach your corporate seal.
LLCs: In addition to the pages above, please fill out and sign page 21 and provide a copy of your Operating Agreement.
LLP Accounts: In addition to the pages above, please fill out and sign pages 22 & 23 and provide a copy of your Partnership Agreement.
PENSIONS & TRUSTS: In addition to the pages above, please fill out and sign pages 24 & 25 and please enclose a copy of your Pension Plan.
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Download the Electronic Statements Consent Form. Clients wishing to avoid mailing fees and receive statements via email, please complete this form. |
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