OKstocks makes it easy to open an account. Please complete the steps below. If you have any questions, please feel free to contact us via e-mail or at 918-665-0100. We think you will find our service unprecedented.

To open your OKstocks account:

1. Download and print the appropriate account form(s) below.
    
2. Complete and sign the forms.
    
3. A minimum deposit of $1,000 is required to open the account.
    
4. Fund the account (personal or cashier's check, money order, wired funds, or complete transferred securities form).

   Please make personal checks payable to:
   Southwest Securities, Inc.

   and mail to:
   OKstocks.com
   P.O. Box 170648
   Milwaukee, WI 53217

   FAX:  918-665-0023

5. You will be notified (by phone, fax or email) that your account has been approved, opened, and activated
    
6. Once your account is funded, you will be contacted with your user-name and password, and you can begin trading online.

   Note: Cashier's checks and money orders are immediately available for investing upon receipt by OKstocks, but must age for 10 business days prior to withdrawal. Funds from personal and business checks are held until cleared by your bank.

7. Read our Common Questions (FAQ) section.

You will need Adobe Acrobat Reader in order to view these forms. If you do not have it, you can download it for free.

Otherwise, when you click on the Adobe Acrobat Reader icon , a new window will open with the appropriate form.

Forms needed to open an account

Individual, Joint & Custodial

Customer information brochure

Traditional IRA

Roth IRA Agreement

Additional Forms

Account Transfer

ACH

IRA Distribution Request

Power of Attorney

Vision Application

Trading Authorization Application

Irrevocable Stock or Bond Power

Vision Application

Online Access Agreement