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How do I start a new application in Corix?

Learn how to begin a new Corix application, what information you'll need, and see example walkthroughs for Equities and Events plan types.

Overview

Once your account has been created and verified, you can begin a new application through the Corix portal. The application collects information required to establish and service your account.

How to start a new application

  1. Log in to Corix.
  2. Navigate to the Applications area.
  3. Select Start New Application.
  4. Complete each section of the application.
  5. Review all disclosures and agreements.
  6. Submit the application for review.

What information will I need?

You may be asked to provide:

  • Personal information
  • Address information
  • Employment information
  • Financial information
  • Trading experience information
  • Required disclosures and signatures

Frequently asked questions

Can I save my application and come back later?
Your firm's implementation may determine how in-progress applications are handled.

Can I submit multiple applications?
Corix supports the ability to initiate additional applications when needed.

Why can't I move to the next section?
Review the current page for incomplete required fields or unsigned disclosures.

Example: Equities plan type application

Example: Events plan type application