Start an SMA

SMA Advisory Services

Please provide us with your address and phone number. You must have a valid U.S. mail address to open an account. Shortly after the form is sent to us,  an electronic account opening email from Interactive Brokers will be sent to you to establish your account at the broker dealer.  This should take less than an hour to complete and will include a request for information regarding your firm or individual identity verification, tax information, and investor profile.  Please feel free to contact us if you have any questions at (913) 428-7862.


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