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 form contains the signature page for all of the agreements listed below (you can download and review any of the agreements by clicking on the name of the agreement below).
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.
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(s) you would like to open at FOLIOfn
- Regular Taxable Account (MA-100-007) for individual and joint accounts.
- Retirement Account (MA-100-008) for Roth IRAs, Rollover IRAs, SEP IRAs, and Traditional IRAs
- Revocable Trust Account (MA-100-009) for Living Trust
- Corporate Account (MA-100-010) for Limited Liability Company (LLC), Corporations, Partnerships, etc.
STEP 3: Fax us your completed forms
Download and print the fax cover sheet below and fax back the 3 page Client Agreement for a Managed Account (MA-100-001) from step 1 and the form for the type of account you selected in step 2. Our fax number is 888 777-6181.
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 at FOLIOfn (Click here to go to the FOLIOfn website), and how to fund your account.
STEP 4: Select the mFOLIO(s) you would like your account to mirror
You can find information on each individual mFOLIO here. We're available to explain each of the mFOLIOs and to discuss whether they are appropriate for your needs and objectives. When you've made your decision fill out this Client Instruction form with your mFOLIO selections:
• Initial Client Instruction (MA-300-003)
Feel free to contact us via email or phone if you have any questions.