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Applications and Forms
Individual/Joint/Custodian Application ($5,000 min.) (PDF)
Brokerage Access Account Application (Combines Individual/Joint/Custodial account with free check writing and margin privileges - $5,000 minimum) (PDF)
Margin Agreement (PDF)
Option Agreement (PDF)
Account Transfer Form (Used to transfer brokerage accounts at another firm to Oberweis) Form (PDF)
Oberweis Premier Select IRA Accounts
IRA Application (PDF)
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