To open an account managed by GFM, or to appoint GFM to manage an existing investment account, follow these steps:
- First, open your investment account at the bank, brokerage firm, or custodian, or grant GFM permission to manage an existing account. If you have an existing Interactive Brokers account, here are the instructions for appointing GFM to manage it, or you can contact us with questions.
- Second, request an e-sign a client service agreement with GFM, which we will send to your e-mail address via Adobe Sign
- Third, complete an investor profile questionnaire to identify your investment objectives and risk parameters and set how aggressively or conservatively your account will be invested.
We look forward to hearing from you if you have any questions,