Investor Sign-Up Form

Please fill out the information below and we will then get back to you to complete our onboarding process.

BASIC INFORMATION

HOME ADDRESS

(Street address only: please, no P.O. Boxes)

MAILING ADDRESS

(only if different, P.O. Boxes allowed)

   

CONTACT INFORMATION

Please note: providing an email saves you money. The custodian will charge you $150 per year to deliver statements through the mail.

Delivery Method:    (Confirmations, Statements, etc.)

EmailMail

COUNTRY OF LEGAL RESIDENCE

CITIZENSHIP STATUS

US CitizenResident AlienNon-Resident Alien

FOLIO WEBSITE USER NAME AND PASSWORD

Please input the username you would like to use for 24/7 online access to your account. It’s important to note, you cannot change your username. You will be able to set up your password later.

  (8 to 12 characters. Not case sensitive. Cannot be changed.)

EMPLOYMENT INFORMATION

EmployedStudentSelf-employedHomemakerRetiredOther

Are you a director, 10% shareholder, or executive who makes policy at a public company?

NoYes

Are you employed by a stock market, FINRA, or a firm that is a member of either one? If you are only associated with one of these entities, please select “no” below.

NoYes

EMPLOYER ADDRESS

TYPE OF ACCOUNT

Please specify the type of account(s) you would like to open:

If opening more than one account, please complete the following for the second person.

  (Use at least 8 characters. Not CaSe sensitive).