Thank you for choosing Heritage West Financial, Inc. as your futures and options brokerage firm. Please click through the expandable menu below and follow the instructions carefully, paying close attention to the signature pages.
How do I open an account?
For U.S. citizens we offer a state-of-the-art online system that allows you to quickly, securely, and conveniently open an individual or joint futures trading account with Heritage West.
Have forms mailed or faxed to you
From 7:00 am to 6:00 pm CTS you may call 619-230-5407 to have account forms mailed or faxed.
Select the type of account from the list below. The form booklets are in Adobe pdf format to provide efficient and secure documentation. You will need the Adobe Reader to open and print the documents. If you do not have this program, click the icon below to download it.
- Individual, Joint, and Sole Proprietorship Application and Customer Agreement
- General or Limited Partnerships, Corporate, Personal Trusts, IRA, Keogh Plan, Pension or Profit sharing Trusts or Plans Application and Agreement
- Corporate or Limited Liability Application and Agreement
- IRS W-9 (All accounts must fill out)
IMPORTANT NOTICE ABOUT OPENING AN ACCOUNT
To help the government fight terrorism and money laundering, federal law requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
Accounts are usually opened the same or next day after your completed account forms are received. You can open your account online, or download the forms and fax them to us at 619-230-5407 and wire the funds. 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 – A copy of your driver’s license, state issued ID card, passport, utility bill or similar documents. You must include at least one document with a number and your signature.
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.
Please call us at 619-230-5407 if you wish to review your paperwork before you mail it to us. You may fax the signature pages you signed, but the original copies still have to be mailed to us. Mail or fax to:
Heritage West Financial, Inc. Fax: 844-274-2687
5040 Westminster Terrace
San Diego, CA 92116
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 our office listed above.
Bank: BMO Harris Bank
111 W. Monroe St.
Chicago, IL 60603
Swift Code: HATRUS 44 (for international wire use only)
Credit: Ironbeam, Inc.
141 W. Jackson Blvd #2600
Chicago, IL 60604 USA
Account Number: 3031226
Further Credit (or Reference): Your Name, Your Account Number.
Please call us at 619-230-5407 with any questions you may have – we’ll be happy to help.