Language
English (US)
Spanish (Latin America)
New Account Setup
Are you an Investment Adviser Rep introducing a clients account?
*
Yes
No
Adviser Name
First Name
Last Name
Adviser's Firm
Phone Number
-
Area Code
Phone Number
Adviser's Fee (annual %)
Account Holder Information
Application Type
*
Fully Electronic
Paper
Full Name
*
First Name
Last Name
E-mail
*
example@example.com
Preferred Phone Number
*
-
Area Code
Phone Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Gender
*
Male
Female
N/A
Social Security Number
*
Example: 123-45-6789, Must be a U.S. Citizen
Marital Status
*
Single
Married
Divorced
Widowed
Number of Dependents
*
0
1
2
3
4
5
6
7
8
9
10 or greater
Employment Type
*
Employed
Unemployed
Retired
Student/Homemaker
Occupation
Business Address
Net Worth
Less than $100,000
$100,001 - $250,000
$250,001 - $1 Million
Greater than $1 Million
Liquid Net Worth
Less than $100,000
$100,001 - $250,000
$250,001 - $1 Million
Greater than $1 Million
Annual Income
Less than $100,000
$100,001 - $250,000
$250,001 - $1 Million
Greater than $1 Million
Investment Information
Type of Account
Individual (Non-retirement)
Joint
IRA
ROTH IRA
Inherited IRA
Inherited ROTH
Please call Fund Architects for other account types including Trusts, SEP-IRA's, custodial accounts, etc…
Approximate Investing Amount
*
$25,000 account minimum, EXCEPT 2x Portfolios which have a $200,000 minimum
Riskalyze Score
*
Capital Preservation (1-35)
Conservative (20-45)
Growth and Income (35-70)
Growth (50-90)
Aggressive (75-99)
Multi-Factor Ranking System℠ Portfolios
Multi-Factor Ranking System℠
*
Conservative Global ETF (Risk Score 30)
Foundations (Risk Score 38)
Global ETF (Risk Score 51)
First Trust All-Region (Risk Score 51)
1.5x Foundations (Risk Score 66)
2x Global ETF (Risk Score 85)
2x First Trust All-Region (Risk Score 85)
2x Portfolios not available for retirement accounts; non-qualified registrations ONLY
Multi-Factor Trading System Portfolios
Multi-Factor Trading System Portfolios
T.U.G. (Risk Score 51)
T.U.G. One (Risk Score 63)
T.U.G. Two (Risk Score 85)
2x Portfolios not available for retirement accounts; non-qualified registrations ONLY
Levered Portfolios
Levered Portfolios
Unlevered Blend
1.5x Levered Blend
2x Levered Bled
2x Portfolios not available for retirement accounts; non-qualified registrations ONLY
Review and Submit
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