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1

Create
2

Details
3

Funding
4

Approval
5

Configure
6

Agreements
7

Complete
 

Create Account

Select Fund Type


Single Fund - A single fund managed by an investment manager.
Multiple Funds - One or more fund accounts managed by an Investment Manager.
Allocation Fund - An allocation (or omnibus) account for trade executions that allows for end of day give-up of trades to accounts at third-party prime brokers.