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...or print the documents on your preference.
(Acrobat reader is required to download account forms. You may download Acrobat free of charge using the link below).
- Select and download the appropriate forms from the following document list.
- Print and complete the account documentation. Please make sure to sign and date all required areas on all the forms.
- Return completed documents to Cadent Financial.
- Some accounts require additional forms-Please contact your broker or Lotus Brokerage Services with any questions you may have.
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| Mailing Address: |
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Lotus Brokerage Services
150 S. Wacker Dr., Suite 1322
Chicago IL, 60606 |
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| FAX Number: |
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312-384-4785 |
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| Account Documents and Wire Transfer Instructions |
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| Wire Transfer Instructions |
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JPMorgan Chase BK N.A., New York, NY
ABA#021000021
Cadent Financial Services, LLC
Customer Segregated Funds A/C#643612617
Final credit to: Customer name & account number
All funds deposited into your account must be remitted from the account owner listed on the account forms.
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| Important |
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| The Patriot Act requires identification of all account holders. Please include the following forms of identification with your account application. |
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| US Citizens |
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Provide a copy of one of the following: driver’s license, state ID, passport or valid government ID. You must include at least one of these documents that’s numbered and signed. |
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| Non-US Citizens |
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Copy of your passport, driver’s license, valid government issued ID or similar documents. You must include at least one of these documents that’s numbered and signed. |
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| Corporate, Partnerships etc. |
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Articles of incorporation, partnership agreements, business license or similar documents. |
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Lotus Brokerage appreciates your assistance in complying with the Patriot Act.
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