Opening an account with Capital Asset Financial Services is a simple process, but you must first have in your possession, for a minimum of 48 hours, a copy of our Account Agreements, Disclosures and Acknowledgments booklet.  

To receive our complete package of investor information, disclosure statements and account opening forms please click here and check the box for New Account Package. Or contact one of our regional offices. 

To view a PDF of the Capital Asset Financial Services Introductory Brochure, please click here. It may take up to 40 seconds to open.

 

FOR U.S CLIENTS

To view the Account Agreements, Disclosures and Acknowledgments booklet in Portable Document Format (PDF), click here. Be sure to review our Truth in Lending Statement.

 

FOR ALL OTHER CLIENTS 

To view the Account Agreements, Disclosures and Acknowledgments booklet in Portable Document Format (PDF), click here.  To print the signature portion please click here . 

Be sure to review our Truth in Lending Statement.

 

Adobe Acrobat Reader is required to view a PDF.  

Additional Forms

Transfer Funds Instructions (U.S.)

Transfer Funds Instructions (Foreign)

 

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