Opening a mFOLIO Managed Account
Thank you for your interest in opening a Marketocracy Managed Account to invest in the stocks of the Marketocracy mFOLIO Masters like Randolph McDuff, Chris Rees, and Adam Thompson. There are a few steps to follow and forms to fill out. If you have any questions along the way, feel free to contact us by email, phone or chat (to the right).
Here are the steps to get started:
STEP 1: Become a Marketocracy Managed Account Client
Download the following client agreement by clicking on it. This is the client information form and signature page for all of the agreements below. Each account owner or trustee must fill-out and sign their own individual form:
- Client Agreement for a Managed Account (MA-100-001) This is the signature page for all of the agreements listed below. You can download them for review by clicking on any of the links.
General Terms and Conditions (MA-100-002) describes the managed account program.
Limited Power of Attorney with Trading Authorization (MA-100-006) gives us the authority to establish and trade a brokerage account at FOLIOfn on your behalf.
mFOLIO Program Supplement (MA-300-001) supplements the General Terms and Conditions with details specific to managed accounts which are set up at FOLIOfn. Our management fee schedule at different asset levels is described in Section 3.
Managed Accounts Programs Brochure (MA-100-004) Summary of the program.
MCM Form ADV, Part II (MA-100-003) Information about Marketocracy Capital Management, LLC
FOLIOfn Customer Agreement describes FOLIOfn's policies.
STEP 2: Choose the type of account your would like at FOLIOfn
- Regular Taxable Account Setup Form (MA-100-007) for individual accounts, joint accounts, and revocable trusts.
- Retirement Account Setup Form (MA-100-008) for Roth IRAs, Rollover IRAs, SEP IRAs, and Traditional IRAs
STEP 3: Fax back the signature forms
Download and print the fax cover sheet below and fax back the signature page from step 1 and the form you selected in step 2. Our fax number is 815 550-2852.
That is it for now. When we receive your fax, we will establish your brokerage account at FOLIOfn. When the account is active, we'll send you information regarding your account, how to access it online, and how to fund it. In the meantime, you may want to review the mFOLIOs and decide which you would like to invest in. You can find information on each individual mFOLIO here. We're available to discuss each of the mFOLIOs and whether they are appropriate for your needs and objectives. When you've made your decision fill out this mFOLIO selection form:
Feel free to contact us via email or phone if you have any questions.