To open an account managed by GFM, or to appoint GFM to manage an existing investment account, follow these steps:
- First, request an e-sign a client service agreement with GFM, which we will send to your e-mail address via Adobe Sign
- Second, GFM will send you an investor profile questionnaire to identify your investment objectives and risk parameters and set how the account will be invested.
- Next, open or assign the investment account at the bank, brokerage firm, or custodian. Over 90% of our accounts are at Interactive Brokers due to their streamlined account opening, excellent electronic platform, global access to stocks, ETFs, and futures, multi-currency margining, and very low costs. If you have an existing Interactive Brokers account, here are the instructions for appointing GFM to manage it.
- Finally, the account needs to be funded and maintained. This is done directly with the bank or brokerage firm, though GFM should be notified.
We look forward to hearing from you if you have any questions,