Entity Accounts

What is an Entity Account?

An entity account is a brokerage account opened in the name of a legal business structure rather than an individual. These accounts can be opened as either Cash or Margin accounts.

At this time, we offer entity accounts exclusively for:

• LLCs (Limited Liability Companies)

• C-Corporations

• S-Corporations

Entity account products include:

• Stock & ETF trading

• Options trading

• Cash Management

• Fixed Income trading

• Money Market trading

Important to know:

• Existing individual account holders must create a new, separate login to open an entity account. Entity and individual accounts cannot be accessed under the same login.

• Only one entity account can be opened per login. If you wish to maintain both a cash and a margin entity account, you will need to open each under a separate login with a different phone number.

• A minimum initial deposit of $100,000 is required to open an entity account.

• An ongoing equity balance of at least $50,000 must be maintained in the account.

How do I open an Entity Account for my business?

The entity account application can only be accessed and completed on the Webull website.

You may submit your application using the link below:

Open an Entity Account

When applying, please keep in mind:

• If you already have an individual Webull account, you will need to create a new, separate login to open an entity account.

• Entity accounts support multiple Beneficial Owners.

• Only LLCs, C-Corps, and S-Corps are eligible at this time.

What are the requirements to open an Entity Account?

Entity account requirements are generally the same as those for an individual account but require additional company information and documents for verification.

Company Information:

• Company name

• Employer Identification Number (EIN)

• Entity type

• Business address

• Source of funds

Required Documents for Verification:

• Valid government-issued IDs for all Authorized Signers and Beneficial Owners

• A Certificate of Incorporation

• A completed and signed W-9 form

• A Corporate Resolution

Acceptable Business Formation Documents:

• Certificate of Incorporation

• Certificate of Organization

• Articles of Incorporation

• Articles of Organization

• Operating Agreement

The name on the document must match the Authorized Signer and Beneficial Owner(s).

Acceptable W-9 Requirements:

• Business name must match the application

• Entity type must match

• EIN must match

• Must be signed and dated

How long does it take to open my Entity account?

Entity account applications typically take 3–4 business days to review. The process may take longer if any required documentation is missing or incomplete.

How do I fund my Entity Account?

Funding must be completed using an account under the same business name as the entity account.

Acceptable funding methods include:

• ACH deposit from a business bank account in the same name as the entity.

• Wire transfer from a business bank account in the same name as the entity.

Funding from personal accounts, joint accounts, or bank accounts not registered under the same business name will not be accepted.