Becoming a Client
We have simplified the account opening process to make it as convenient and easy as possible. Whether you are a novice looking to set up your first IRA account or an experienced investor looking to diversify your retirement portfolio, our account opening process is simple.
New Client On-Boarding Call
The new account opening process starts with a phone call from one of our representatives to learn more about your needs. The information you provide us will assist in making the account opening process as easy and hassle-free as possible.
Sign and Return Account Opening Documents
After your account is opened, we mail you an On-Boarding Package that includes the documents you will need to review and sign. After you review and approve the documents, return the paperwork to us in the postage-paid return envelope that we include in your packet.
Ongoing Customer Service and Review
Once your account is established, you are free to contact us at anytime with questions regarding specific securities or to learn more about the types of securities that suit the risk you are willing to accept. We will continue to reach out to you with some of the best investment opportunities we see in the market.
We looking forward to serving your needs and helping you reach your investment goals. Call us at (800) 922-0584 to become a client today.