Steps to open a managed account

 Call 1-800-915-4716 or Click Here and open your account now!

Step 1) Click on the link below and open your account. **Be sure to answer YES to the question on the first page, " Is this a managed account?"

Open Your Account Online with E- Signature

Step 2) Read and sign each CTA's Disclosure Document/or Managed Forex agreement and any other applicable management agreements. To request Disclosure Documents for any CTA or Managed Forex program agreements please call Michael Smith at 1-800-915-4716 or 1-772-873-9674 if calling outside of the United States.

Step 3) If you choose multiple CTAs or Managed Forex programs you will need to complete the additional account request form. Request form

Step 4) Upon review of the completed documentation you will be assigned an account number for each manager selected.

Step 5) Wiring instructions will then be forwarded out to you in order to fund your account.

Step 6) When your account is funded we will notify the CTA or the Managed Forex program advisor that they can commence trading for your account.

Contact us with any questions that you may have.