Please complete our online application. This process will complete our Advisor Agreement, Fee Payment Authorization, Special Disclosure for Notionally Funded Accounts and Arbitration Agreement. You will also complete your broker’s Power of Attorney form. If you do not have a broker, you will also complete account paperwork to open a new brokerage account. It takes about 10 to 15 minutes to complete and you can save your progress if you need to stop before you can complete the application. Please contact us if you have any questions.