U.S. Entity Application and Process

Thank you for your interest in CenterPoint. To apply for an account using a business entity, please follow the instructions below.

1. Fill Out the Application Forms

You must sign all forms by hand or with digital verification. We do not accept typed signatures.

Application Form
W9
31 CFR – Fill out all of the sections on page 2

2. Provide Identity Verification Documents

Unexpired ID/Passport
Operating Agreement and Your Articles of Formation
Address Verification (Current utility bill OR credit card statement – It cannot be a bank statement)

3. Submit Your Application

Please send all completed forms and document proof to: operations@centerpointsecurities.com