Account

Process

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You will receive an email that contains a link to open an account at Interactive Brokers.

 

Complete the online application form along with the funding.
Wire / ACAT / Check

 

You will receive an email with disclosure documents from us.
Please sign, complete and return:

Disclosure Documents

The US securities laws require certain disclosures and statements to be made to clients before they hire an investment advisor. The Form ADV (parts one and two) below is the required form filed with the securities authorities. The Disclosure Statement document is a summary of the relevant information from the Form ADV that clients are required to consider carefully before hiring Palm Capital Group as their investment advisor.

Privacy Policy

Keeping clients’ information private is of primary importance at Palm Capital Group. Our privacy policy can be downloaded here: