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Open An Account With Us

 

Step 1: Select An Account Type

Non-Retirement
Accounts
Retirement Accounts Which is the best IRA account?
- Individual Account
- Joint Account
- Traditional IRA
- Rollover IRA
Open an IRA: A traditional IRA defers taxation until retirement and provides a tax deduction at the time of contribution. Tax deferred growth will lead to larger retirement fund balances.

 

- Trust Account
- Custodial Account
- Roth IRA
- SEP IRA
Open a Roth IRA: A Roth IRA doesn't provide a tax deduction up front, but unlike traditional IRAs, distributions taken in retirement from a Roth IRA are tax free. A Roth IRA provides this tax free growth without requiring minimum distributions during retirement years.

 

For other account types, please call us at 707-407-3813.

Step 2: Complete The Application

If you have any questions about which account is right for you, please contact us today. We'll help you understand the how each type of account affects your tax and investment planning. Call 707-407-3813 Monday through Friday 9am to 5pm PST

Step 3: Other Documents

Once your application has been completed and signed, contact us to get an invite to complete your Volatility Score Risk Tolerance Questionnaire and sign our Investment Advisory Agreement. We've also provided a copy of our Form ADVPrivacy Policy and Business Continuity Plan for you. Please then scan and email, fax or mail the following forms and signed agreements to Ebert Capital Management.

  • Your Completed and Signed Account Application
  • Your Signed Investment Advisory Agreement
  • Your Complete Suitability Questionnaire

Scan and Email info@ebertcapital.com Regular Mail Ebert Capital Management Inc. 530 F St., Eureka, CA 95501 Office: 707-407-3813 Fax: 855-407-3815 Please note that Form ADV Part 2 / Disclosure Document and Privacy Notice has been provided for your records and does not need to be returned.