Accounts are usually opened the same or next day after your completed account forms are received. Wiring instructions are in the “How do I fund my account” dropdown.

To transfer your account, just fill out the transfer form in addition to the appropriate account forms. Your positions and cash balance will be transferred within a few days. No need to worry – you can exit any existing trades or initiate new trades in your new Heritage West account during the transfer process.

US CITIZENS – It’s possible we may need a copy of your driver’s license, passport, state issued ID card, utility bill, or similar documents.

NON-US PERSONS – A copy of a passport, driver’s license, valid government issued ID card or similar documents. You must include at least one document with a number and your signature.

CORPS OR PARTNERSHIPS – Articles of incorporation, good standing certificates, partnership agreements, business licenses or similar documents.

By Check:

Make all personal checks payable to Ironbeam, Inc. The name on your check should be the same as the name on your Ironbeam/Heritage West West account. For example, if you have a personal account and you sent in a business check, it will not be accepted – and vice versa. Checks from the joint bank account of a husband and wife will be accepted for an individual account in the name of either spouse.

Not accepted: Counter/starter checks, i.e., checks without the customer’s name and address pre-printed, third party checks or wires, checks drawn on a foreign bank account, check(s) in excess of $50,000, cashiers checks in excess of $20,000, and money orders. Mail checks to Ironbeam, Inc. 141 W. Jackson Blvd., #2750, Chicago, IL 60604.

By Wire:

Bank: BMO Harris Bank
111 W. Monroe St.
Chicago, IL 60603
ABA #071-000-288
Swift Code: HATRUS  44 (for international wire use only)

Credit: Ironbeam, Inc.
141 W. Jackson Blvd #2750
Chicago, IL 60604 USA
Account Number: 3031226

Further Credit (or Reference): Your Name, Your Account Number.