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For Retirement Accounts 

There is a cutoff of trading in the event of a 25% drawdown of funds.  Although we will attempt to notify you in the event that this happens, you are responsible for monitoring your account and cutting off trading in lieu of this occurrence.  This is detailed in the Power of Attorney document. 

By default, Retirement Accounts are allocated into the Conservative Trade Assist Program (TAP), and regular accounts are allocated into the Aggressive TAP.  Once you open your account, you can allocate money away from the aggressive program and towards the conservative program (or vice versa) at any time.  To do this, please complete and fax the following form to 908-731-0777:Account Transfer Form

*Please note retirement accounts will remain in the Conservative program and can not move into the Aggressive program.

 

To move funds into the Conservative Trade Assist Program:

On this form please write the following:

"Please open a second eMAC account to be traded by Razor Conservative Acct #9X29. My existing acct # is_____ and I would like $____ transferred from my existing Trade Assist account and allocated to my new Trade Assist Razor Conservative."

Or for additional funds to be deposited:

"Please open a second eMAC account to be traded by Razor Conservative Acct #9X29. My existing acct # is_____ and I will deposit further funds to be allocated to my new Trade Assist Razor Conservative Acct."

 

To move funds into the Aggressive Trade Assist Program:

 On this form please write the following:

"Please open a second eMAC account to be traded by Razor Aggressive Acct #5P00. My existing acct # is_____ and I would like $____ transferred from my existing Trade Assist account and allocated to my new Trade Assist Razor Conservative."

Or for additional funds to be deposited:

"Please open a second eMAC account to be traded by Razor Aggressive Acct #5P00. My existing acct # is_____ and I will deposit further funds to be allocated to my new Trade Assist Razor Aggressive Acct."