Open An Account
CRS Relationship Summary Disclosure
Before opening an account with PTI Securities & Futures, you MUST have read the Form CRS Relationship Summary Disclosure. If you have NOT read this document, click here to read the CRS Relationship Disclosure (PDF will open in new window). Or you may call PTI at +1 (256) 369-4200 to request a hard copy.
Regulation Best Interest Disclosure
Before opening an account with PTI Securities & Futures, you MUST have read the Regulation Best Interest Disclosure. If you have NOT read this document, click here to read the Regulation Best Interest Disclosure (will open in new window). Or you may call PTI at +1 (256) 369-4200 to request a hard copy.
ERROR: You must check the box to confirm that you have read the CRS Relationship Summary Disclosure before proceeding to the next page.
ERROR: You must check the box to confirm that you have read the Regulation Best Interest Disclosure before proceeding to the next page.
To proceed to the PTI Securities & Futures Account Forms you MUST have read the Characteristics and Risks of Options Disclosure Document. If you have NOT read this document, click on the “No” button and you will be directed to read this document online, or you may call PTI at +1 (256) 369-4200 to request a hard copy.