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& INVESTMENTS, LLC
If you would like to open an account, please contact us. We will send you an information gathering form. This will allow us to generate the necessary forms to send to you for opening the account. When you receive these forms, please review the information to ensure that it is accurate, sign and send us copies by fax or scanned email. Please also mail the hard copies to us.
All account holders will need to provide a copy of government issued photo-identification. For US clients, the identification document can be a driver's license. For international clients, the document should be a passport copy, showing the country of issue, date of issue, date of expiration and passport number. Ideally, the identification documents should be scanned and emailed to us. As an alternative, the documents can be mailed or faxed to us.