NorthPoint Trading Partners New Account Checklist:
- Complete and sign the new account form (pages A, B, E & F are required to complete and sign, pages C, D & G are optional to complete)
- Customer Agreement (please keep for your files-no signature required)
- Complete W9 / W8
- Include your Fund documents and Articles of Organization (you may
include a hard copy or if you prefer you may email the documents
to us at Laura Galluccio)
- Sign risk disclosure(supplied separately)
- Complete REDI agreement
- Complete and sign exchange agreements including AMEX, NYSE, OPRA and NASDAQ
- Complete the ACAT form if you plan to transfer securities in addition to cash into your account.
- Include a copy of your driver’s license/passport
Please feel free to call our home office for assistance in this process. Our contact information is listed below.
NorthPoint is looking forward to working with you!
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Initial funding can only be done via wire from an account of the same name, no 3rd party checks or wires will be accepted. Please use the following wiring instructions:
Goldman Sachs Execution & Clearing
ABA#: 0210-0002-1
Chase Manhattan Bank
Account#: 066-005442
1 Chase Manhattan Plaza
New York, NY
For further credit to:
___________________________
(your account#)
Your name:
___________________________
(the name on your account)
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**VERY IMPORTANT** - All requests for money in and money out must be from like accounts. 3rd party wires or checks will not be accepted and/or distributed. You must possess a checking and/or savings account with a US based financial institution under the name of the account to facilitate these requests.
Contact Information
NorthPoint Trading Partners, LLC
4555 Mansell Road
STE 140
Atlanta, GA 30022
Phone: 678-405-4200
Fax: 678-405-4201
Toll Free: 866-405-4200 |
