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).