Download Account Forms
You can download the forms you need to open a Colagrossi Futures, LLC account from the list below. In the first section, select the type of account you will be opening - Individual, Joint, Corporate, LLC, Trust or Partnership. Each download will include the appropriate basic account package. The second section includes any additional forms you may need for your account; for example, related account forms or managed account agreement.
After you have downloaded the forms, please print and fill them out completely, including the Customer Acknowledgement and Warranty New Account Agreement Disclaimer. Then, return them to Colagrossi Futures, LLC along with the name of your Colagrossi Futures, LLC representative. If you do not currently have a representative, please contact Colagrossi Futures, LLC at (877) 818-2158 before submitting your forms.
Our mailing address is:
Colagrossi Futures, LLC
7250 W 7000 S Road
Chebanse, IL 60922
Remember to include a copy of your driver's license, state identification or current passport (U.S. citizens) or other official government-issued identification (non-U.S. citizens).
To start trading you need to fund your account. Scroll down to Step 4 Funding your account for more details.
If you have any questions about the application process, please contact your Colagrossi Futures, LLC at (877) 818-2158. Your representative will guide you through the process to ensure that all the necessary forms are included.
The forms are in Adobe pdf format which provides an efficient secure method of documentation. You can open the forms in Adobe Acrobat Reader, a free product distributed by Adobe Systems.
If you do not have Adobe Acrobat Reader version 5.0 or above, download it here free.
STEP 1 ACCOUNT PACKAGES
Select the type of account you are opening and download the appropriate account package.
Individual Account or Sole Proprietorship Account
Individual Account with Power of Attorney or Sole Proprietorship Account with Power of Attorney
Joint Account Individual
Joint Account with Power of Attorney
Corporate Account with Power of Attorney
Limited Liability Company Account
Limited Liability Company Account with Power of Attorney
Trust Account with Power of Attorney
Partnership Account with Power of Attorney
STEP 2 ADDITIONAL ACCOUNT FORMS
Some accounts may need additional forms. Select the appropriate form(s) from the list below. Contact your Colagrossi Futures, LLC representative if you are not sure if you need any of these forms.
Managed Accounts (Power of Attorney) and Exempt Commodity Trading Advisor Forms
Exempt Commodity Trading Advisor Forms
RJO's Security and Assignment of Hedging Account Agreement
NFA Risk Disclosure Statement For Security Futures Contracts
Request for Electronic Transmission of Customer Statements
Related Account Authorization Form
Customer Address Change Form
W-8 Forms for International Customers
"Doing Business As" (DBA) Letter
Account Transfer Form
RJO Hedge Representation Letter
Signature Verification Form
Foreign Language Forms
For your convenience, Colagrossi Futures, LLC provides account opening documents in French, Italian and Spanish. Please note: The translation of your R.J. O'Brien Customer Account Documentation is a legally non-binding translation. In the event of a dispute, the English version will govern. YOU MUST COMPLETE AND SIGN THE ENGLISH VERSION.
Print the forms and fill them out completely. Return them to the attention of your Colagrossi Futures, LLC representative. If you do not currently have a representative, please contact Colagrossi Futures, LLC at (877) 818-2158.
STEP 4 FUNDING YOUR ACCOUNT
You can start trading your Colagrossi Futures, LLC account only when cleared funds are made payable to R.J. O'Brien. You can fund your account in one of these ways.
- Wire Transfers – Please use the following R.J. O'Brien bank information. R.J. O'Brien Bank: Harris Bank, Chicago, IL. This is a U.S. Dollar Segregated Account. ABA/Routing #: 071-000-288. Account #: 3671716. Please contact Colagrossi Futures, LLC at (877) 818-2158 for alternative wire instructions.
- A certified check or cashier's check needs to include the name of the remitter and made payable to R.J. O'Brien. If the cashier or certified check does not reflect the remitter a copy of the receipt showing the remitter will be required. A certified check or cashier's check will allow you to begin trading immediately. A personal check, money market check or savings & loan check may require clearance before you can trade from a new account. Cash currencies cannot be accepted. In addition, all funds coming into the account must match the name on the account.
- If you are TRANSFERRING your account from another firm, please fill out the form in the back of your application, return it to R.J. O'Brien with all required documents and we will transfer positions and funds accordingly.
SPECIAL DISCLAIMER FOR APPLICANTS:
This document is not an offer of solicitation for the purchase or sale of any Commodity. Before trading one should be aware that with potential profits there is also potential for losses that may be very large. Futures investing involves risk and is not suitable for everyone. Those acting on this information are responsible for their own actions.
ATTENTION NON-U.S. RESIDENTS:
The services provided by Colagrossi Futures, LLC or R.J. O'Brien & Associates ("RJO") may not be available in all jurisdictions. It is possible that the country in which you are a resident prohibits us from opening and maintaining an account for you. If in doubt, please contact a Colagrossi Futures, LLC account representative.