This page is a collection of links to various site resources and important documents, available for download. For your convenience, by selecting any of the links below, a new browser window will launch.
Gain access to various documents covering margin related topics, including a downloadable Margin Manual.
This booklet provides a summary of certain U.S.
federal income tax rules affecting investments in
various financial instruments, including stocks,
bonds, options and futures contracts. This summary
is for general information purposes only and is not
intended to address any individual investment or tax
In addition to the Taxes & Investing Guide, this page also includes a link to an IRS publication regarding Investment Income and Expenses, as well as a White Paper for High-net-worth Investors.
This section contains various resources for advisors including an IRA and Options Brochure and a study on the High-net-worth market (World Wealth Report).
Gain access to various white papers related to the options industry.
Download a copy of this booklet, which is published by the Options Clearing Corporation.
Learn more about the OCC's role and its three tiered safeguard system.