Open Your Investment Account
We utilize Interactive Brokers (IBKR) as our custodian. They provide the secure vault where your assets are held, while Tines Capital provides the investment management.
Important: Two Steps Required To fully establish your account, you must complete both steps below.
Step 1: The Client Agreement
STOP: Have you signed your Investment Advisory Agreement with Tines Capital?
Why is this required? Before you open your brokerage account, regulatory guidelines require a signed agreement on file. This document formally hires Tines Capital as your advisor, authorizes us to place trades on your behalf, and outlines our fee schedule.
- If you have ALREADY signed this: Please proceed to Step 2 below.
- If you have NOT signed this: Please do not open an account yet. Contact us to initiate your onboarding paperwork.
Step 2: Open Your Interactive Brokers Account
Once your agreement is signed, you are ready to open the account.
Watch the Guide: The application can be detailed. Please watch the short video below to help you answer questions regarding “Investment Objectives,” “Margin,” and “Trading Permissions.”
(INSERT YOUR IBKR WALKTHROUGH VIDEO HERE)
Select Your Account Type: Click the button below that matches the account type you wish to open.
Disclaimer: Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, member FINRA/SIPC/NFA. Tines Capital is independent of and not affiliated with Interactive Brokers. Opening an account without a signed Investment Advisory Agreement with Tines Capital does not constitute a client relationship. Tines Capital reserves the right to reject or close accounts opened by individuals who have not completed the required advisory contracts.