Opening an account is easy

Choose account type*

Brokerage

Retirement

Trust and Estate

Education and Custodial

Business

Managed

Select: *

Individual

Joint

Select:*

Traditional IRA

ROTH IRA

SEP IRA

Rollover IRA

Select: *

Galleon Trust account

Galleon Estate planning account

Select: *

Custodial Account

Education Savings Account

529 Plan

Select: *

Corporate (LLC, Partnership)

General Investing

Employee Retirement Plan

Select: *

Asset Management

Wealth Management

Managed Futures

By providing your contact information you consent to receive marketing and other communications from Global Advisers whether or not you open an account. Read more about privacy at Global Advisers, including how your information may be used and how you may limit certain use, in our Privacy Policy

Name:*

First

Last

Name: First account owner*

First

Last

Name: Additional account owner*

First

Last

Address:*

Street Address No PO Boxes or C/OStreet Address 2, Apt, Bldg (Optional)CityState / Province / RegionPostal / Zip CodeCountry

Name of Business:*

E-mail:*

Mother's Maiden Name*

Date of Birth:*

Phone:*

Select the optional features you'd like to add.

Account Features: (select all that apply)

Galleon Core Accounts

The Galleon IRA

Bill Pay ‡

Cash Management

Charitable Planning

Debt Management

Debit Mastercard ‡

Financial Planning

Foreign Currency Services

Green Investing

High-Yield Money Market

Impact Investing

Income Investing

Insurance Solutions

Sustainable Investing

‡Not available for IRA accounts. Some features are associated with additional fees.

Verification

We take your privacy very seriously. To protect your identity, you will receive a verification email that will ask you to re-confirm some of the information you have already provided.

Next-steps: Global Advisers will send you an email from our custodian, Interactive Brokers, LLC, who will verify your information, and open your account.

Funding your account

Once your account is opened and verified, you will be able to fund it via account transfer from an existing brokerage firm, investment firm, bank, or 401k. You can also fund your account via check or wire transfer.

If you have any questions, please do not hesitate to contact us at 1-800-832-8514 Ext 1401, or via email at new-accounts@globaladvisers.com

Thank you for entrusting us with your assets! We look forward to serving you.

I attest that the information provided is true and accurate to the best of my knowledge, and that I have authorization to open this account. I further agree to the terms and conditions of this account agreement.*

I agree

Global Advisers New Account Services

Interested in our services? Speak with a financial professional.

800-832-8514

Ext — 1401

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time