Getting Started

We have tried to make the on-boarding process as seamless as possible.

Step 1: Due diligence 

1. Determine which strategies are suitable for you.

Step 2: Documents for you to read

1. In our Document Library, you will find a list of documents for you to read. You will need to acknowledge receipt of some of these documents in the Advisor Agreement.

Step 3: Documents required from you

1. Also in our Document Library, you will find an Investment Advisor Agreement.
2. Print, complete and sign the Investment Advisor Agreement and send to us. Either scan and send via electronic mail to info@selsickis.com, or send via regular mail or courier to our office.

Step 4: Open account with Interactive Brokers (“IB”)

1. We will email you a customized application from Interactive Brokers, if you are not a pre-existing IB client. You will need to have handy, one form of identification and a proof of residence to complete their application.
2. Complete the IB application online.
3. Receive confirmation from IB that account is active.
4. Fund the account.

Step 5: Confirmation and welcome

1. We will mail you a signed copy of the Advisor Agreement for your records together with a welcome letter and confirmation of start date.