Discretionary Trading Authorization Form/Power of Attorney 2026

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  1. Click ‘Get Form’ to open the Discretionary Trading Authorization Form in the editor.
  2. Begin by entering your name in the 'Customer Name' field, followed by selecting the type of account you are authorizing (Individual, Joint, or Business).
  3. Fill in your account number in the designated field to ensure proper identification of your account.
  4. In the section for Trading Advisor, write the name of the advisor you are granting authority to and their corresponding account number.
  5. Specify any management fees, commissions, and incentive fees applicable to your agreement with the Trading Advisor. Ensure accuracy as these will be deducted from your account.
  6. Review all provided information carefully. Once confirmed, sign and date the form at the bottom where indicated for both yourself and the Trading Advisor.
  7. Finally, submit your completed form by scanning or faxing it to backoffice@worldwidemarkets.com or +1-800-886-8870.

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