SogoTrade ACAT Account Transfer Form
Use this form to transfer securities and/or funds to your SogoTrade account from your account at another financial institution.
SogoTrade Internal Transfer of Assets Form
Use this form to transfer securities and/or funds between two SogoTrade accounts or between a SogoTrade account and a SogoElite account.
Reimbursement Request Form
When you complete an account transfer, valued at $25,000 or higher, to your SogoTrade account, SogoTrade will reimburse, up to a maximum of $100, the account transfer fees imposed by the delivering broker.
Wire Deposit Instructions
Instructions for making a wire deposit to your SogoTrade account.
Wire Withdrawal Form
Use this form to initiate a wire withdrawal from your SogoTrade account.
Check Deposit Instruction Form
Instructions for depositing a check to your SogoTrade account.
Check Withdrawal Instructions
Use this form to request a check withdrawal from your SogoTrade account.
Limited Trading Authorization
Authorization limited to cash/margin purchases and sales of securities.