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Forms and Requirements


Subscriber Agreement

The client agreement includes several forms and requirements:

  • Your two (2) most recent annual audited financial statements;
  • Your two (2) most recent FOCUS reports;
  • A completed subscriber application; and,
  • Completed clearing arrangement documentation
After we have received and approved the required documentation, Client Service will contact you within two business days to establish connectivity.

This form is available in PDF format:

Subscriber Agreement with Attachments

For more information about forms and requirements, contact client service and operations, David D’Amico, 201.942.8225 or ddamico@directedge.com.


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