Client Agreement
This Client Agreement establishes our relationship and enables us to open an account for you at FOLIOfn.
By signing the Client Agreement you are agreeing that you've received the disclosure documents attached here.
Disclosures
Documents referenced in the Client Agreement.Next Step
Select an Account Type
- Standard - A taxable account with 1 or more owners.
- Retirement - Traditional IRA, Roth, SEP, Rollover, etc.
- Revocable Trust
- Corporate
- Others - For other types of accounts, email us.
Contact
Phone: (877) 462-4180 x815
Email: sma@mcm.marketocracy.com