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Migration Documentation Requirements

Please find your account type in the template listed below, and complete and submit all corresponding documents. You may scan and email, fax, or mail all documents to the corresponding contact information below. Should you have any questions, do not hesitate to ask.

Email: support@just2trade.com
Fax: 646.381.3624
Post: One Penn Plaza, 16th FL, New York, NY 11

Individual Account


Joint Account


Transfer on Death


Custodial
UGMA
UTMA


Corporation
Profit / Non-Profit


Limited Liability Company


Partnership


Unincorporated Association


Trust Under Agreement
- Revocable Living
- Irrevocable Living

Living Trust (Grantor same as trustee):

Domestic Living Trust:

Foreign Trust:


Trust Under Will


Estate
- Administrator
- Executor
- Personal
- Representative


IRA


Retirement - Non Vision Custodian - IRA

Pension Plans (If structured as Trusts)

  • Entity Application
  • Trust Agreement
  • Certificate of Formation
  • Evidence of a Registered Entity
  • Pension Plan Document
  • Current Financials
  • I.D. for all signers

Note that additional documents may be required upon further review.

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