Dallas, Texas A boutique approach to investingStart a conversation   +1 512 617 0295
Preferred Client Group, Inc.
Become a client
Become a client

Start your client application.

Tell us about yourself and your investment interests, then attach your documents for the review team. Submitting an application does not commit you to invest.

Fields marked * are required. Complete the application and attach your photo ID and proof of address. Do not enter SSNs, SINs, passwords or payment instructions.

Client application

01   About you
02   Your investment interests

For joint applications, provide the other applicant’s details and their documents in the next step.

Investment interests * — select all that apply
03   Documents & confirmation

Upload a current passport or other government photo ID and a recent proof of your residential address, such as a utility bill or bank statement. For business or trust applications, these documents relate to the person applying; the review team may request additional records.

PDF, JPG or PNG. Maximum 3 MB. No password-protected PDFs.

PDF, JPG or PNG. Maximum 3 MB. No password-protected PDFs.

Joint applicant documents

PDF, JPG or PNG. Maximum 3 MB. No password-protected PDFs.

PDF, JPG or PNG. Maximum 3 MB. No password-protected PDFs.

How your application is sent

Your completed information, a PDF summary and your documents will be emailed to compliance@preferredclientgroupinc.com as attachments without a password. The website removes its temporary document copies after the sending attempt. If you prefer a different way to provide documents, contact compliance before submitting.

No payment is needed at this stage. Further verification and account agreements may be required.

Illustrative Dallas office welcome with the Preferred Client Group logo

Your next step, with a person.

The review team will assess your application and documents, then contact you about eligibility, any further verification and the relevant agreements. Joint applicants must each provide their own identity and address documents. Business and trust applications may require additional records. Submission does not open an account or approve an investment.