Account Types: • Individual • Joint Tenants in Common • Joint with Rights of Survivorship • Corporate • Partnership
Download the account documents, complete, and send them in.
Open A Managed Investments Account
Complete online account forms. Please ensure that the question on the first page, "Is this a managed account?" is check marked Yes.
Read and sign each CTAs Disclosure Document and / or Managed Forex agreement and any other applicable management agreement. To request Disclosure Documents for any CTA or Managed Forex agreements please e-mail customer service at service@jgafinancials.com or call 1-513-448-0200.