Online Application

ACCOUNT APPLICATION OVERVIEW

STEP 1 – SELECT ACCOUNT TYPE

To start your online application, select from one of four types of accounts offered at Rosenthal Collins Group:

  • Individual/Joint
  • Corporate
  • Partnership/LLC
  • Trust

STEP 2 – CREATE A LOGIN

Your login information—self-selected by you—will be your credentials for the online application process as well as your secure access to account information once you become a customer. Please retain this information in a secure location.

  • User ID requires 6-8 characters
  • Password requires:
    • A minimum of 12 and a maximum of 20 characters
    • Must contain three of the following: a lowercase letter (a-z), an uppercase letter (A-Z), a number (0-9), a special character
    • Cannot include a significant portion of the User ID
  • Email address to be associated with your account
  • Answers to two security questions

Note: Once you begin an account application you will have 14 days to submit it before it is removed from our system.

STEP 3 –  COMPLETE FORMS

Completing an account application online takes just a few minutes. Before you get started, collect information you may need, such as your driver’s license as well as account names and numbers from your bank and other brokerage relationships.

  • Use the same name on the account application as the one on the bank account you intend to use for account funding.
  • When indicated, acknowledge that you have read the information presented.
  • If you forget to complete any required information, we will highlight what is missing so you can add it.
  • If your account application requires additional documents, you will be notified by your broker or our New Accounts Department. Please send them to newaccounts@rcgdirect.com or fax to (312) 795-7948.

STEP 4 – SIGN ELECTRONICALLY

Your electronic signature must be exactly the same as the name you used on the account application.

  • James Smith does not equal J. Smith or Jim Smith

STEP 5 – SUBMIT

Submit your completed, electronically signed account form with the utmost confidence.

  • Disable pop-up blockers
  • Submit account application

To ensure your security and privacy, we employ encryption methods, authentication procedures, network level security practices (i.e., firewalls) and periodic application security reviews.