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English (US)
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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
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
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Belarus
Belgium
Belize
Benin
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Bhutan
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Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
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Cameroon
Canada
Cape Verde
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Chad
Chile
China
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Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
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Gibraltar
Greece
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Guinea
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Mali
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Mauritius
Mayotte
Mexico
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Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
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eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
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Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
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Ukraine
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Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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
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