STANDARD DOMESTIC ACCOUNTS

CUSTODIAL ACCOUNT (UGMA/UTMA)

DESCRIPTION

An account established for the benefit of a minor and managed by the named custodian on the account. 

CASH ACCOUNT

All securities in a cash account must be paid in full. 

REQUIRED DOCUMENTS

New Account Form
Copy of driver's license or passport for named Custodian

OPTIONAL FORMS

Account Transfer Form

NOTES & RESTRICTIONS

Named custodian must be at least 18 years of age
Minor must be under the age of 18
Make all checks payable to Legent Clearing LLC
Cash Account Only