Important: by submitting this application, you are not required to provide any banking or other personal information about yourself, nor are you required to make a deposit. After you submit this form, you will receive a follow-up email with specific instructions that will guide you through the process of opening an account. At that time, you will be required to provide additional information, such as your social security number and valid I.D.
If you are transferring an account from another investment firm, you will also be required to provide information about that account, including a current statement no older than 90 days. If you are depositing funds from your bank, you will be required to provide valid banking information. All verification of asset transfer and/or banking is managed by the custodian, not by Global Advisers.