Account services and opening requirements
Sections ↑RJO Futures now identifies its futures service as a trading name of StoneX Financial Inc.’s FCM Division, following the stated 31 May 2026 transition. The useful account comparison is therefore between service and decision-making arrangements, not between imaginary fixed-spread tiers. US-resident online applications use the new StoneX route.[1][2][20]
Reference table01
Self-directed, assisted and discretionary arrangements
| Attribute | Self-Directed | Online Plus / Premier | Managed Futures / Trading Systems |
|---|---|---|---|
| Decision maker | The customer places and manages trades | The customer uses differing levels of strategist assistance | A manager or authorised system acts within the accepted mandateSource 5Source 4Source 3Source 6Source 7 |
| Service emphasis | Electronic trading with access to help | Hybrid online dealing or a fuller strategist relationship | CTA selection or predefined rules-based strategiesSource 5Source 4Source 3Source 6Source 7 |
| Charges | Obtain the account’s contract-level quote | Service, volume and account requirements affect the quote | Brokerage plus any manager, incentive, platform or system charges in the mandateSource 4Source 18 |
| Opening capital | No current universal public minimum established | Service and margin requirements must be quoted | Strategy-specific capital is not the same as exchange marginSource 2Source 18 |
| Authority boundary | A support conversation is not discretionary authority | Advice or assistance alone does not authorise all future trades | Written authority and its termination conditions matterSource 18 |
Reference table02
Ownership and application
| Item | Terms and practical meaning |
|---|---|
| Supported ownership examples | The opening page lists Individual, Joint, Partnership, LLC, Corporate, IRA, Trust and DBA accounts. Service choice is separate from legal ownership.Source 2 |
| Online application scope | The online application is labelled for US residents. Applicants outside that scope should use the official representative route to establish availability rather than assuming global acceptance.Source 2 |
| Documents | Complete and sign the forms for the actual owner and authorised persons. The page offers representative assistance and paper forms; the specific evidence and permissions must match the accepted StoneX account.Source 2 |
| Margin versus minimum | The amount required to open an account, collateral for a contract and prudent spare cash are different quantities. No single leverage ratio is assigned to this futures service.Source 18Source 2 |
Futures markets and trading interfaces
Sections ↑Reference table03
Coverage and platform distinctions
| Item | Terms and practical meaning |
|---|---|
| Contract markets | The service covers commodity and financial futures and options on futures, including agriculture, energy, metals, stock indices, rates and currencies. Contract specifications govern each exposure.Source 1 |
| Not retail spot FX | Currency futures are exchange contracts; they should not be assigned the swap or pip-spread assumptions of an unrelated spot-FX or CFD account.Source 1Source 18 |
| Platform selection | RJO Futures PRO, WebOE, Mobile Trader, CQG Integrated Client and CQG API are listed. Availability, connectivity and data billing need to match the current account and service.Source 1 |
| Browser dealing | WebOE provides order-entry and monitoring functions, including an order log and risk summary. Its older portal-login description should be reconciled with the StoneX account-access instructions.Source 10Source 9 |
Commission quotes and total-cost components
Sections ↑Reference table04
What a useful price quotation must identify
| Item | Terms and practical meaning |
|---|---|
| Trading commission | RJO’s service pricing is not presented as one current fixed public tariff. Obtain the amount per contract per side or round trip for the intended instrument and chosen service; retain that basis in comparisons.Source 4Source 18 |
| Pass-through expenses | The accepted disclosure should identify fees and expenses separately from the broker’s charge. Exchange and regulatory components must not be counted twice in an all-in quote.Source 18 |
| Electronic and managed services | Confirm any platform, connectivity, data, system subscription and manager/incentive charges separately. A self-directed quote cannot establish the net cost of a discretionary strategy.Source 7Source 6Source 11Source 18 |
| Cash movements and administration | A complete payment and account-administration schedule was not publicly extracted for the post-transition account. Confirm wire, transfer, inactivity and closure charges with Client Services rather than interpreting the absence of a displayed fee as zero.Source 9Source 14 |
| Demo balance | The promoted US$100,000 platform-demo balance is virtual practice money. It is neither an opening deposit requirement nor a cash bonus credited to a funded brokerage account.Source 1 |
Contract risk, order control and outages
Sections ↑Reference table05
Trading rules to establish before entry
| Item | Terms and practical meaning |
|---|---|
| Collateral and losses | Futures trading can create obligations beyond the original deposit. Margin is not a maximum-loss estimate, and current requirements can differ from a previously quoted contract margin.Source 18 |
| Margin database | The official resource covers exchange outright positions and calendar/inter-commodity spreads. Use the current contract and applicable house requirement; a saved margin guide can change without notice.Source 12 |
| Expiry and delivery | The chosen contract’s last trading date, delivery treatment and the broker’s earlier close-out instructions must be understood before carrying exposure towards expiry. A futures account does not promise physical-delivery service for every contract.Source 18Source 1 |
| Trade desk | The published trading-desk number is +1 800 872 1761; RJO Futures PRO support is +1 888 543 1951. Use the desk to establish order status and an available alternative when electronic access is uncertain.Source 1 |
| Continuity target | The linked January 2023 StoneX resiliency statement describes alternate communications, locations and manual procedures. Its expectation of meeting obligations within the day is not a guaranteed recovery time or an amendment to the trading agreement.Source 13 |
| Documentation mismatch | The footer also links a securities extended-hours disclosure. That is not evidence that a commodity-futures contract follows the equity market’s regular-session definition. The contract and FCM instructions control.Source 1Source 18 |
Funding after the StoneX transition
Sections ↑Reference table06
Cash and transfer procedures
| Item | Terms and practical meaning |
|---|---|
| Payment ownership | The FAQ requires incoming funds to match the trading account’s name and says trading begins only with cleared money. A submission or bank notification is not cleared collateral.Source 9 |
| Use current beneficiary instructions | A funding paragraph uses a different StoneX company name from the legal FCM footer. Obtain authenticated current instructions from Client Services; bank-beneficiary details have deliberately not been reproduced here.Source 9Source 1 |
| Client Services | The FAQ publishes +1 866 438 7564 and [email protected] for detailed wire and account assistance. Verify unexpected changes independently using the official site.Source 9 |
| Incoming account transfer | Contact the representative before moving an existing account. Instruments, positions, ownership and the receiving FCM arrangement need to be accepted together.Source 9 |
| Available withdrawal amount | Account equity, cash balance and money free of collateral obligations are different. Confirm release requirements and timing under the actual FCM account documents, particularly while positions or transfers are unsettled.Source 18Source 9 |
FCM client money and limits of protection
Sections ↑Reference table07
What protects the futures account
| Item | Terms and practical meaning |
|---|---|
| Legal provider | The current brand footer identifies StoneX Financial Inc.’s FCM Division and NFA number 0476094. This is the company’s disclosure; a complete firm-specific interactive BASIC result was not recovered in this review.Source 1Source 15 |
| Segregated funds | CFTC guidance requires US-exchange futures customer property to be kept separately from the FCM’s own property in accounts designated for customers. This is not the same as every investor having an individually insured bank deposit.Source 16 |
| Firm failure | NFA explains that segregation does not assure full recovery if a failed firm has insufficient customer funds. The ordinary futures account is not an insured investment-value guarantee.Source 17 |
| No ordinary SIPC futures cover | A FINRA/SIPC affiliation elsewhere in the group does not insure an ordinary FCM futures account. SIPC excludes ordinary commodity futures, subject to a specific securities portfolio-margin exception that cannot be assumed here.Source 19 |
| Current financial disclosure | Use the official FCM disclosure destination for capital, financial-condition and customer-money documents. Embedded current figures were not retrievable here, so older RJO statistics have not been described as current StoneX figures.Source 14 |
Support, records and error reporting
Sections ↑Official contact routes
Trading deskTelephone
+1 800 872 1761Source 1
Scope Published contact; no response-time or execution-service test was performed.
Official contact and help informationWebsite
Reference table08
Account administration
| Item | Terms and practical meaning |
|---|---|
| Account access | The FAQ directs existing customers to my.stonex.com for statements and positions. Electronic-trading setup is handled through the strategist or the stated StoneX service contact.Source 9 |
| Trade or balance discrepancy | The FAQ asks customers to inspect statements promptly and contact their representative or Client Services immediately about unresolved activity. Keep the order and account records associated with the issue.Source 9 |
| Opening assistance | The application page publishes +1 800 441 1616 for help obtaining account forms. The main brand office is +1 800 453 4494; trading and platform support have separate numbers.Source 2Source 1 |
| Tax-record caution | The FAQ contains tax examples explicitly referring to 2010 and 2011. Those passages are not a current-year filing instruction. Use the current account tax document and the appropriate tax authority’s rules.Source 9 |
| Security recovery | The reviewed public material did not establish a complete post-transition lost-device and withdrawal-hold procedure. Use the authenticated service route and avoid sharing passwords or verification codes with a strategy operator.Source 9Source 13 |
Managed futures, systems and API authority
Sections ↑Reference table09
Who controls the orders
| Item | Terms and practical meaning |
|---|---|
| Manager mandate | A discretionary account gives specified trading authority to an authorised person or CTA. It is different from buying an interest in a pooled vehicle; the applicable fee and disclosure documents must match the arrangement.Source 18Source 6 |
| Rules-based systems | The system service uses predefined professionally developed rules. Its description says individual users cannot simply customise the parameters; developer updates and accepted execution settings matter.Source 7 |
| Stopping a strategy | No universal notice period, fee crystallisation rule or automatic flattening procedure was established. Obtain written instructions for revoking authority and separately confirm what happens to existing orders and positions.Source 6Source 7Source 18 |
| CQG API | The API offering includes order management and risk functions, not merely a price feed. Confirm account permissions and credential control before connecting software; no withdrawal authority is inferred from that trading capability.Source 11 |
| AI description | A rules-based or automated system is not automatically an AI service. The reviewed product descriptions do not establish autonomous AI discretion over the account.Source 7Source 11 |
| Commercial hedging | The hedging service offers tailored plans for commercial exposures. It is a different service requirement from a retail price-only trading account.Source 8 |
Brand continuity and source boundaries
Sections ↑Reference table10
RJO within StoneX
| Item | Terms and practical meaning |
|---|---|
| Acquisition versus account transition | StoneX’s issuer report records completion of the R.J. O’Brien acquisition on 31 July 2025. The service notice separately dates the FCM/DBA transition to 31 May 2026; the two events should not be collapsed into one date.Source 21Source 20 |
| Existing RJO references | The managed-futures transition notice explains that the specified post-transition R.J. O’Brien service references refer to StoneX Financial Inc. A customer’s actual new agreement and account statement remain the relevant records.Source 20 |
| Brand rather than another independent FCM | This profile covers RJO’s customer service and application route. It does not portray RJO as a separately capitalised current FCM alongside StoneX Financial Inc.Source 1Source 20 |
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
StoneX Financial Inc. — FCM Division
No separate licence entry is recorded in this panel.
StoneX Group Inc.
No separate licence entry is recorded in this panel.
Sources & further reading
- RJO service overview and effective legal-entity notice RJO Futures · Accessed 13 Oct 2026
- Account ownership, service selection and new StoneX application RJO Futures · Accessed 13 Oct 2026
- RJO Premier assisted futures service RJO Futures · Accessed 13 Oct 2026
- RJO Online Plus service RJO Futures · Accessed 13 Oct 2026
- Self-directed futures service RJO Futures · Accessed 13 Oct 2026
- Managed-futures account service RJO Futures · Accessed 13 Oct 2026
- Trading-systems account and strategy parameters RJO Futures · Accessed 13 Oct 2026
- Hedging and risk-management service RJO Futures · Accessed 13 Oct 2026
- Funding, records and transition-era operational FAQs RJO Futures · Accessed 13 Oct 2026
- RJO WebOE platform and order-log functions RJO Futures · Accessed 13 Oct 2026
- CQG API integration and trading functions RJO Futures · Accessed 13 Oct 2026
- RJO margin database RJO Futures · Accessed 13 Oct 2026
- StoneX business-resiliency disclosure revised January 2023 StoneX Group Inc. · Accessed 13 Oct 2026
- StoneX FCM public-disclosure entry point StoneX Financial Inc. · Accessed 13 Oct 2026
- NFA BASIC official registration search National Futures Association · Accessed 13 Oct 2026
- FCM segregation and insolvency treatment Commodity Futures Trading Commission · Accessed 13 Oct 2026
- NFA investor FAQs on futures-account protection National Futures Association · Accessed 13 Oct 2026
- Discretionary futures accounts and contractual obligations Commodity Futures Trading Commission · Accessed 13 Oct 2026
- SIPC exclusions for commodity futures and cash purposes Securities Investor Protection Corporation · Accessed 13 Oct 2026
- Managed-futures notice on the 31 May 2026 transfer of services RJO Managed Futures / StoneX · Accessed 13 Oct 2026
- StoneX filed report discussing completed R.J. O’Brien acquisition StoneX Group Inc. · Accessed 13 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.