Enroll in the managed fund, or set up hedge and self-directed trading, in three simple steps.
Open Enrollment — November
Create your account in November and transfer funds after Thanksgiving ahead of December 1st.
Anytime Enrollment
New accounts are accepted at anytime but will need to wait for an opportunistic time to enter the fund.
Open Enrollment
New accounts are accepted anytime — complete step 1 only for enrollment.
Register for a new Account through our partner, Straits Financial.
Create Account(Opens in a new tab)
Stop here for Hedge or Self-Directed Trading enrollment.
Download and complete the following documents, sign where indicated, then continue to step 3 for submission.
Upload your completed and signed documents using our secure portal:
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