Checklist CFD

Checklist to start trading CFD
  • Acct Mgt > CFD tab > Online Acct Opening
  • Acct Mgt > CFD tab > RFS & RDS
  • Acct Mgt > Stocks tab > CAR & CKA form
    - Question 3b must be “yes” if you want to trade CFDs
    - If the answer is “no” you need to take the quiz here and email the certificate to us after you have passed:
    - More info on CFDs:
  • If the CFD you are trading is foreign/US listed
    - Acct Mgt > Stocks tab > RWS Acknowledgement
    - Acct Mgt > Stocks tab > US tax forms > W8 Ben form
  • Transfer fund into CFD (watch video tutorial)
    - From stocks to CFD: Acct Mgt > Stocks tab > Online Form > Withdrawal Form > Transfer to Account > Select Account number with (CFD)
    - From bank to CFD via eNets: Acct Mgt > Deposit Fund > Select Account Number with (CFD)

All posts and charts are for educational and illustration purposes only

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