Thank you for starting the process to become a client!
As a client, you will be able to purchase the investment funds listed on our website using any type of Schwab account. And, your first month has no fees from Treeview Capital.
We are required to collect this information as part of our adherence to "Know Your Client" (KYC) regulatory requirements. This standard practice helps ensure the security and integrity of all client accounts.
Once you submit this form, your Investor Advisory Agreement will be immediately sent for you to review and sign electronically.