Application Types

You can open the following types of application types with Tradier Brokerage. Some applications require different form objects as outlined below. The applicationType is also listed, which should be sent when opening the application.

Individual (Cash) individual_cash
newAccountForm or newAccountForeignForm (if foreign)
optionAgreementForm (if options enabled)

Individual (Margin) individual_margin
newAccountForm
marginAgreementForm
optionAgreementForm (if options enabled)

Joint Survivor (Cash) joint_cash_survivor
newAccountForm or newAccountForeignForm (if foreign)
jointRightsOfSurvivorshipForm
optionAgreementForm (if options enabled)

Joint Survivor (Margin) joint_margin_survivor
newAccountForm
marginAgreementForm
jointRightsOfSurvivorshipForm
optionAgreementForm (if options enabled)

Rollover IRA rollover_ira
newAccountIraForm (same as newAccountForm)
iraSepRolloverAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)

Traditional IRA traditional_ira
newAccountIraForm (same as newAccountForm)
iraSepRolloverAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)

Roth IRA roth_ira
newAccountIraForm (same as newAccountForm)
rothIraAgreementForm
retirementAccountBeneficiariesForm
optionAgreementForm (if options enabled)