Start with your application
Share your contact details, residential address and investment interests. Select an individual, joint, business or trust application and attach the requested identity and address documents. Submitting the form does not open an account or place a trade.
Have an initial conversation
We will review whether we can assist and discuss your objectives, timeframe and experience. You can ask about available services, costs and the documents needed for the next stage.
Provide your documents
The application sends a PDF summary and your uploaded documents to compliance@preferredclientgroupinc.com as email attachments without a password. Review the delivery explanation on the form before consenting. Joint applicants each provide identity and address documents. Contact compliance first if you prefer another submission method.
Review the account and product terms
Read the applicable agreements and disclosures. Confirm who provides the service, where assets will be held, what costs apply and how instructions are accepted. Additional information may be needed for particular products or account types.
Receive the account decision
An account becomes available only after the relevant review and acceptance. Any investment is subject to its own eligibility, documentation and instructions. You should receive the applicable account and transaction information from the responsible provider.