flatex form centre

You can find all forms and documents relating to your cash and securities accounts as a PDF or online version here. This includes everything relating to the cash account/securities account transfer to flatex Bank AG, the installation instructions and operating manual for our trading software (First Steps) and even the exemption order for capital gains.

If you need any help with the forms, please contact our customer service by phone or email.

Forms in general

Number Form Availability
1 Cash account/securities account transfer to flatex Bank AG  
2 Important information on the transfer of securities accounts  
3 Securities account transfer to external institutions  
4 Exemption order for capital gains  
5 PostIdent coupon  
6 General Terms and Conditions (GTC) and Special Conditions of flatex Bank AG  
7 List of prices and services for securities trading  
8 Information form for the investor  
9 Information on the distance selling contract  
10 Information on “day trading“  
11 Changes to customer master data (e.g. change of the reference account, address, etc.)  
12 Cash/securities account opening (for minors’ accounts)  
13 Cash account/securities account authorisation    
14 Special authorisation for transactions with complex financial instruments  
15 Verification of identity for account holders and proxies residing abroad  
16 W-9 form (English)  
17 W-8BEN form (English)  
18 W-8BEN form (sample in German)  
19 SEPA direct debit mandate  
20 Fax liability declaration  
21 Declaration of private investors (use of real-time price quotes)  
22 Questionnaire for clarification of the “U.S. person” attribute  
23 flatex trader 2.0 installation and first steps  
24 flatex trader 2.0 trading integration  
25 flatex trader 2.0 user manual  
26 Exemption from capital gains tax withholding (commercial partnerships)  
27 Market Abuse Directive   
28 Information on the liquidation of banks and creditor participation  


Additional forms CFD trading

Number Form Availability
1 Supplementary Terms and Conditions for CFD trading (including “distance selling information”)  
2 Important Information on Loss Risks in Trading with CFDs und Currencies (FX trading)  
3 Supplementary list of prices and services for participation in CFD trading.  
4 Mistrading policy between flatex Bank AG and Commerzbank AG  
5 User manual for the CFD trading platform  


More information

Getting started

New here? Get an overview.

A detailed description will also explain in concrete terms how you can become a flatex customer and how you can use our services. Specifically, it covers the following topics:

  • Online cash account and securities account opening
  • The first login to the WebFiliale
  • The WebFiliale explained step-by-step

Go to the overview: Getting started

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Contact us

Your questions have not been answered so far?

Of course, we are also happy to help you in person. Should you have any questions that have not yet been answered, we will gladly assist you personally:

  • by telephone,
  • by email,
  • via live chat,

Go to contact page

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  • Free cash account with securities account
  • Innovative trading tools and large product range
  • Trade anytime and anywhere: optimised for tablet and smartphone

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