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Once your contract with us is in place, follow these simple steps to create and fund an account with our custodian, Interactive Brokers
We will email you the account documents for your review and signature. Fill out the account application form and return it directly to Interactive Brokers.
Scan and submit the required verification documents to finish the application process.
Fund your account with the minimum amount (or more) to complete the process.
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you. Please complete the form below.