Instructions

Opening an account in XTB actually takes place in two stages - by filling in the printed forms (including an investment survey and personal data form) and sending them via regular mail to XTB. The investment survey allows XTB to assess the investment preferences and determine whether the co-operation with XTB meets the client’s expectations. Real accounts can be opened for individual clients as well as for companies (check the documentation for each type of account).

Client’s are welcome to open real accounts in their country of residence. If we do not have an office in that country yet, please check the detailed instructions, where the procedure of opening a live account by international clients is explained. In case of any questions, please call us at +48 22 201 95 70 (Sales Department).

Instructions:

Please be aware that all documents that are being sent require confirmation by a notary of the client’s signature on the „OTC Client’s Agreement” and confirmation of the client’s ID or passport.

Print

Please print 2 copies of the ”OTC Set for Physical Persons” for Individual Client (IC) or “OTC Set for Company” for Corporate Client (CC).

You are not required to print OTC Market Rules because it is only for your information.

In case you do not have a printer we will be happy to send you the documents via ordinary mail.

Fill in

” OTC Set for Physical Persons” for IC or “OTC Set for Company” for CC that contains :

”OTC Client’s Indentification Card ” fill in all fields and pages, then put the date, name and surname in capital letters and sign it. Do not fill the field labeled “Filled out by X-Trade Brokers”. (page 1 and 2)

"OTC Client’s Agreement ": please remember that you need to fill both copies of the "OTC Client’s Agreement". (pages from 3 to 5)

I.       fill all information except for “Contract Nr.” and “Client Classification”; then sign at the bottom of the page on the dotted line near “Client’s signature”.

II.     sign at the bottom of the page on the dotted line near “Client’s signature”.

”OTC MiFID Client’s Questionnarie”: enter your name, surname, and your national insurance number in capital letters at the top of the page. Please tick with a cross one of the 3 options of each row of the questionnaire. (pages from 6 to 10)

Then there are two boxes: one gray on the left, one white on the right. Please put the date and sign these two boxes.

”OTC Declaration of Investment Risk”: put date, name and surname in capital letters and your signature. (page 11 and 12)

”OTC Orders Execution Policy” with attachments: sign at the bottom of the page. (Pages from 13 to 18)

Send

Please send us via ordinary mail the following documents:

    * Two copies of ”OTC Set for Physical Persons” for Individual Client (IC) or “OTC Set for Company” for Corporate Client (CC)
    * a copy of your ID or Passport: the picture and all the data must me clearly visible.

the address is:

X-Trade Brokers DM S.A.
Ul. Ogrodowa 58
00-876 Warsaw
Poland

Once we receive your documents we will assign you an account number and will send back one copy of the "OTC Client’s Agreement", signed by us, to your correspondence address.

Money Withdrawal

To withdraw money from the trading account please fill this document and send off via email do Dealing Department dealing@xtb.com or by fax to +48 (22) 520 22 81. Money will be transfer on Your undermentioned Bank Account. Please fill all gaps.

Client's Data Change Form

If any of your personal details have changed (address, telephone number, email, etc.) please click here to download the XTB Client data Change form, complete it and send it signed to.

Fund your account

Once you have been provided with your account number, you may transfer funds using the bank account data listed below. Please remember to enter your contract number and your name as a description of the payment.

Name of the Bank: Bank PEKAO SA, I O/Warszawa

Address: Pl. Bankowy 2, 00-950 Warszawa

Account holder: X-Trade Brokers DM SA

SWIFT CODE: PKOPPLPW

If you pay in American Dollar (USD) the IBAN code is: PL33 1240 1037 1787 0010 0954 8982

If you pay in Euro (EUR) the IBAN code is: PL19 1240 1037 1978 0010 0954 9093

If you pay in Polish Złotych your account no will be send to you with the agreement.

Start Trading

Upon receipt of your initial deposit we shall contact you by phone in order to provide the login and password of your trading account. From this moment you may start using your real account.

For any further information please do not hesitate to contact our sales team at +48 225202286/87 or sales@xtb.pl.

Kontakt

Niederlassung wählen

Deutschland

X-Trade Brokers Dom Maklerski S.A.
German Branch
Mainzer Landstraße 33,
60329 Frankfurt am Main

Abteilung wählen

Phone:

+49 (0)69 2475249-0

Fax:

+49 (0)69 2475249-19

E-mail:

reception@xtb.de

Phone:

0800 987 23 30

Fax:

+49 (0)69 2475249-19

E-mail:

info@xtb.de

Phone:

+49 (0)69 2475249-15

Fax:

+49 (0)69 2475249-19

E-mail:

marketing@xtb.de

Phone:

0800 987 23 30

Fax:

+49 (0)69 2475249-19

E-mail:

sales@xtb.de

Phone:

+49 (0) 69 2424 8517

Fax:

+49 (0)69 2475249-19

E-mail:

support@xtb.de

Frankreich

X-Trade Brokers D.M. S.A.
Bâtiment REGUS
168, avenue de Charles de Gaulle,
92522 Neuilly sur Seine

Abteilung wählen

E-mail:

office@xtb.fr

E-mail:

sales@xtb.fr

E-mail:

dealing@xtb.fr

Griechenland

X-Trade Brokers DM S.A., organizační složka
Pobřežní 12, 186 00 Praha 8
Česká republika

Abteilung wählen

Phone:

226 259 997

Phone:

226 259 997

Phone:

226 259 980

E-mail:

support@xtb.cz

E-mail:

dealing@xtb.cz

Phone:

226 259 912

E-mail:

marketing@xtb.cz

E-mail:

pr@xtb.cz

Großbritannien

UK subsidiary
75 Shoe Lane, 1st Floor London EC4A 3BQ

Abteilung wählen

Phone:

0 203 394 1700

E-mail:

uksales@xtb.com

Fax:

0 203 394 1701

Phone:

0 203 394 1700

E-mail:

ukgeneral@xtb.com

E-mail:

ukgeneral@xtb.com

Phone:

0 203 394 1700

Phone:

0 203 394 1700

E-mail:

ukservice@xtb.com

Phone:

0 203 394 1700

E-mail:

uksales@xtb.com

Italien

X-Trade Brokers Dom Maklerski S.A.
X-Trade Brokers Italia,
Via Albricci 9, 20122 Milano.

Abteilung wählen

Phone:

272013131

Fax:

2877118

E-mail:

office@xtb.it

Phone:

272014659

E-mail:

sales@xtb.it

Phone:

2874129

E-mail:

dealing@xtb.it

Phone:

2874277

E-mail:

pr@xtb.it

E-mail:

dokk@xtb.it

Niederlande/ Belgien

X-Trade Brokers Dom Maklerski S.A.
German Branch
Mainzer Landstraße 33,
60329 Frankfurt am Main

Abteilung wählen

Phone:

0800 987 23 30

Fax:

+49 (0)69 2475249-19

E-mail:

info@xtb.de

Phone:

0800 987 23 30

E-mail:

sales@xtb.de

Phone:

+49 (0) 69 2424 8517

E-mail:

support@xtb.de

Phone:

0800 987 23 30

E-mail:

info@xtb.de

Phone:

+49 (0) 69 2424 8517

E-mail:

support@xtb.de

Österreich

X-Trade Brokers Dom Maklerski S.A.
German Branch
Mainzer Landstraße 33,
60329 Frankfurt am Main

Office

Phone:

0800 987 23 30

Fax:

+49 (0)69 2475249-19

E-mail:

info@xtb.de

Polen

X-Trade Brokers Dom Maklerski S.A.
ul. Ogrodowa 58, 00-876 Warszawa
Biurowiec A, VII piętro

Abteilung wählen

Phone:

22 201 95 50

Fax:

22 520 22 81

E-mail:

biuro@xtb.pl

Phone:

22 201 95 70

E-mail:

sales@xtb.pl

Phone:

22 201 95 60

Phone:

22 520 22 82

E-mail:

dealing@xtb.pl

Phone:

22 201 95 89

E-mail:

pr@xtb.pl

Portugal

X-Trade Brokers D.M. S.A.
Praça Duque de Saldanha nº1 piso 9 fracçao B
1050-094 Lisboa

Abteilung wählen

Phone:

211 936 340

Fax:

211 974 565

E-mail:

office@xtb.pt

Phone:

211 936 340

E-mail:

sales@xtb.pt

Phone:

211 936 340

E-mail:

dealing@xtb.pt

Rumänien

X-Trade Brokers Dom Maklerski S.A.
Sucursala Bucuresti,
Bulevardul Eroilor, nr. 18, sector 5,
Bucuresti, Romania

Abteilung wählen

Phone:

31 425.54.90

Fax:

31 425.54.91

E-mail:

office@xtb.ro

Phone:

31 425.54.92

E-mail:

sales@xtb.ro

Phone:

31 425.54.93

E-mail:

dealing@xtb.ro

Phone:

31 425.54.90

E-mail:

research@xtb.ro

Phone:

31 425.54.90

E-mail:

marketing@xtb.ro

Phone:

31 425.54.90

E-mail:

hr@xtb.ro

E-mail:

office@xtb.ro

Schweden

X-Trade Brokers Dom Maklerski S.A

Office

Phone:

+ 46(0)8209400

Fax:

+48 225202281

E-mail:

info@xtb.se

Slowakai

X-Trade Brokers DM S.A., organizačná zložka
Poštová 1, 811 06 Bratislava
Slovenská republika

Abteilung wählen

Phone:

259 304040

Fax:

254 652844

E-mail:

office@xtb.sk

Phone:

259 304041

E-mail:

sales@xtb.sk

Phone:

259 304044-5

E-mail:

support@xtb.sk

E-mail:

dealing@xtb.sk

Phone:

226 259 912

E-mail:

marketing@xtb.sk

E-mail:

pr@xtb.sk

Phone:

226 259 913

E-mail:

hr@xtb.sk

Spanien

X-Trade Brokers D.M. S.A.
Edificio Iberia Mart I
C/ Pedro Teixeira 8, 8ª Planta
28020-Madrid

Abteilung wählen

Phone:

915 706 705

Fax:

914 251 880

E-mail:

office@xtb.es

Phone:

915 702 003

E-mail:

sales@xtb.es

Phone:

915 706 749

E-mail:

dealing@xtb.es

Phone:

915 706 705

E-mail:

marketing@xtb.es

E-mail:

pr@xtb.es

Tschechien

X-Trade Brokers DM S.A., organizační složka
Pobřežní 12, 186 00 Praha 8
Česká republika

Abteilung wählen

Phone:

226 259 900

Fax:

226 259 903

E-mail:

office@xtb.cz

Phone:

226 259 990

E-mail:

sales@xtb.cz

Phone:

226 259 980

E-mail:

support@xtb.cz

E-mail:

dealing@xtb.cz

Phone:

226 259 960

E-mail:

research@xtb.cz

Phone:

226 259 912

E-mail:

marketing@xtb.cz

E-mail:

pr@xtb.cz

Phone:

226 259 913

E-mail:

hr@xtb.cz

Ungarn

X-TRADE BROKERS DM SA Magyarországi Fióktelepe
Business Center 22
Baross utca 22-26, 1085 Budapest
Magyar Köztársaság

Abteilung wählen

Phone:

1 265 5155

Fax:

1 265 5147

E-mail:

office@xtb.hu

Phone:

1 265 5148

Fax:

1 265 5158

E-mail:

sales@xtb.hu

Phone:

1 266 3710

E-mail:

support@xtb.hu

E-mail:

dealing@xtb.hu

E-mail:

research@xtb.hu

Phone:

1 265 5159

E-mail:

marketing@xtb.hu

E-mail:

hr@xtb.hu

International

X-Trade Brokers Dom Maklerski S.A.
ul. Ogrodowa 58, 00-876 Warszawa

sales

Phone:

22 201 95 70

E-mail:

sales@xtb.com

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Instructions

Instructions:

Kontakt

Niederlassung wählen

Deutschland

Abteilung wählen

Frankreich

Abteilung wählen

Griechenland

Abteilung wählen

Großbritannien

Abteilung wählen

Italien

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Niederlande/ Belgien

Abteilung wählen

Österreich

Office

Polen

Abteilung wählen

Portugal

Abteilung wählen

Rumänien

Abteilung wählen

Schweden

Office

Slowakai

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Spanien

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Tschechien

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Ungarn

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International

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