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INDIVIDUAL RETIRMENT ACCOUNTS (IRA Futures Accounts)
Below are instructions for opening an Individual Retirement Account (IRA). These instructions are specific to what you want to do--trade a system, open a managed futures account or trade on your own.
Accounts of BTR Trading Group are held by MF Global through custodians Millennium Trust or Entrust. You will complete MF Global account paperwork and then submit it to one of these custodians. Please see the instructions below. 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
Instructions for Trading System Accounts:
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 Individual Account Form. Please read the instructions and fill out and sign pages 1, 2, 3,11, 19, 20, 21, 22 and 23. For joint accounts, the second individual will need to complete pages 4 and 5. PLEASE NOTE: please make sure you answer YES to question 21 on page 2. |
| 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. |
If you are not a US based investor:
You will need to select a custodian to hold your IRA Account. Select a custodian below and contact them to process your account. If you would like assistance in this process, please call BTR Trading Group at 800-453-4474 or email us at info@btrtrading.com.
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Instructions for Self-Directed Accounts:
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