An Overview of the Application Process

After filling out an application and submitting the information to us you will need to do the following:

	Prepare an Initial Deposit A minimum initial deposit of at least $2500 for standard self directed account and $250 for a mini account, and $20,000 for managed accounts is necessary to open an account.
	Download and Install the software on your computer. Please make sure you have the latest version of the software.
	Receive Notification from us Within five business days from the time that we receive completed documents and funds, we will send you your log-in particulars. Should we  receive documents that are not in order, we will send an email requesting the appropriate corrections.

Important Information About Procedures for Opening a New Account.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

If you have any questions please contact us.