Basic Account Information

First Name *

Middle Name

Last Name *

Email Address *

Phone Number *

Include country code for international numbers

Personal Information

Date of Birth *

Required for identity verification and compliance

Social Security Number *

Encrypted and used only for identity verification

Citizenship & Identity

Country of Birth * Select Country of BirthUnited StatesCanadaMexicoUnited KingdomIndiaChinaJapanSouth KoreaPhilippinesVietnamGermanyFranceItalySpainBrazilNigeriaEgyptSouth AfricaAustraliaNew ZealandOther

Country of Citizenship * Select Country of CitizenshipUnited StatesCanadaMexicoUnited KingdomIndiaChinaJapanSouth KoreaPhilippinesVietnamGermanyFranceItalySpainBrazilNigeriaEgyptSouth AfricaAustraliaNew ZealandOther

Country of Tax Residence * Select CountryUnited StatesCanadaUnited KingdomAustraliaGermanyFranceJapanSwitzerlandNetherlandsSwedenOther

Are you a citizen of the United States? * Select citizenship statusYes, I am a US citizenNo, but I have a Green Card (Permanent Resident)No, I have a visa

Visa Type * Select Visa TypeB1 - Business VisitorB2 - Tourist VisitorF1 - StudentH1B - Specialty OccupationL1 - Intra-company TransferO1 - Extraordinary AbilityOther

Visa Expiration Date *

Date of Departure from USA *

Required for B1/B2 visa holders

I am a permanent resident of the United States

Residential Address

Street Address *

Unit/Apt (Optional)

City *

State * Select StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

ZIP Code *

Country * United StatesCanadaUnited KingdomAustraliaGermanyFranceJapanSwitzerlandNetherlandsSwedenOther (Contact Support)

Employment & Financial Information

Employment Status * Select Employment StatusEmployedSelf-EmployedUnemployedStudentRetired

Job Title/Position

Employer Name

Employer Address

Annual Household Income Select Annual Income (Optional)$0 - $25,000$25,000 - $50,000$50,000 - $100,000$100,000 - $250,000$250,000 - $500,000$500,000+

Optional - helps improve account setup

Investible / Liquid Assets * Select Liquid Net Worth$0 - $50,000$50,000 - $100,000$100,000 - $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000+

Assets available for investment

Account Funding Source * Select Funding SourceEmployment IncomeInvestment IncomeInheritanceBusiness IncomeRetirement SavingsOther

Primary source of funds for this account

Regulatory Disclosures

I hold a controlling position in a publicly traded company

I am affiliated with any exchanges or FINRA

I am politically exposed (PEP)

An immediate family member is politically exposed

Account Security & Agreements

Password *

Must contain at least 8 characters with uppercase, lowercase, and number.

Confirm Password *

Legal Agreements

I have read, understood, and agree to be bound by Alpaca Securities LLC Customer Agreement *

I understand I am signing this agreement electronically and it has the same legal effect as a handwritten signature *

I acknowledge that trading involves substantial risk and I may lose money *

I understand that Castle Capital LLC uses algorithmic trading strategies *

I agree to account monitoring and compliance requirements *

I consent to receive electronic communications *

I agree to Castle Capital LLC's Terms of Service, Privacy Policy, and Client Agreement *

Security Notice:

This information is required by federal regulations for all investment accounts and is stored with bank-level encryption. Your data is protected and complies with financial privacy regulations.

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