Customer Relationship Summary

Account Application & Agreement

Account Application Supplemental

Account Transfer Form

Account Update Form

ACH MoneyLink Form

Axos Cash Plus Application (Checkwriting & VISA Debit Card)

Corporate Account Certification

Inherited IRAS – Beneficiary Required Election (required for all Inherited IRAs)

Inherited Traditional IRA Adoption Agreement

Inherited Roth IRA Adoption Agreement

Institutional Account Application

Letter of Authorization – 3rd Party Distributions

Letter of Authorization – Internal Transfer

LLC Certification

Retirement Account Distribution

Roth IRA Adoption Agreement

Trading Authorization Agreement

Traditional IRA Adoption Agreement

Trust Certification (Trust Accounts)

Margin Agreement (available upon request – please contact us) 

Option Agreement (available upon request – please contact us)

SW Financial Privacy Statement

SW Financial Schedule of Fees