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How Do I Get Started?

First, we need to review your investment objectives and goals through a personal one on one conversation.  Before our discussion, please take a moment to review the Active Trading Investments trading approach under Frequently Asked Questions (FAQs).

Together, we will review and complete the Advisor Agreement, Client Information Questionnaire, and Disclosures.

Next, you will open an on-line trading account with your broker.  This will be your individual trading account with your own username and password.  You can and do have access to your account at any time.  At no point does Active Trading Investments take custody of your funds.  Through the Investment Advisory Agreement, you give us discretionary authority to trade the account as your investment advisor.

After your account has been approved by Interactive Brokers, you then fund the account directly.  If you need assistance, we are happy to guide you through this process.

Give us a call to set up an appointment.


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