Advisory Service Enrollment Page

Email*
Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Client 2 Name
First Last
Client 2 Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client 2 Phone
Client 2 Email
Is there a join client?*
- Yes
- No
Performance Fee Structure*
(based on net deposit)
- Above $50k | (30% of profit)
- Below $50k | (40% of profit)
Please keep in mind that Direct Link subscription fees will be invoiced through IBKR.
_{^{You will need to log to login to your IBKR account every month to take care of this invoice}}
IBKR Account Number*
2. U-
3. U-
4. U-
Total Capital*
USD
Would you like to include any additional accounts?*
- Yes
- No, that's all.
Do you have any Special Conditions or Restrictions on Management of Portfolio?*
- Yes
- No
Special Conditions or Restrictions on Management of Portfolio