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Please help us get to know you better so that we can create customized experience

I am

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I was born on

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Some Account Basics

Some Account Basics

We use this information to create your account.
Please enter the same name you use to file your taxes.

Telephone:



State:              
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Legal Residence:
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Citizenship:
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SSN:

Internal Revenue Service Certification:

Under penalties of perjury, I certify that:

Certification Instruction: You must uncheck item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.

The Internal Revenue Services does not require your consent to any provision of this document other than the certifications required to avoid backup withholding

Employment Details

Employment Details

We are required to ask a bit more about your Employment
so that we can ensure that we are giving you the best possible advice.

Employment Options

             

                                         





Employer State:
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Employer Country:
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Employer Business:
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A Little Financial Background Please

Financial Background

As a financial advisor, we are required to ask a bit more about your financial
background so that we can ensure that we are giving you the best possible advise.





Gsphere uses only exchange listed and daily tradable investment products in portfolio to better minimize risks. My knowledge and experience in working with these types of investments is best characterized as

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Investment Objectives



                                         

Additional Sources of Income

                    

                                         
Regulatory Questions

Regulatory Questions

We are required to ask these regulatory questions. Most customers will answer no.

Is the account holder or any immediate family member who resides in the same household, registered as a broker- dealer or an employee, director or owner of a securities or commodities brokerage firm, employee of a bank, hedge fund, other financial services company?

Is the account holder a member, employee, associated or affiliated person of a regulatory or a self-regulatory organization or exchange?

Has the account holder ever been the subject of, or initiated litigation, arbitration or any other type of dispute or settlement procedure with another broker or dealer?

Has the account holder ever been the subject of an investigation or proceeding by any commodities or securities exchange or regulatory authority or self-regulatory authority?

Is the account holder a director, a 10% shareholder or a policy- making officer of any publicly traded company?

Important Information and Disclosures

about this agreement:

Click on the button to download the file

Investment Advisory Agreement

XYZ Firm ADV

Gravity Capital Partners ADV

Information about Fees

Risk Disclosure

Interactive Brokers Brokerage agreement

Risk Profile

Risk Profile

Please set Objectives.

Total Return

Not Important Essential

Capital Preservation

Not Important Essential

Current Income

Not Important Essential

Stability

Not Important Essential

Minimizing Tax

Not Important Essential

Minimizing Market Exposure

Not Important Essential

Time Horizon

Short term Long term

Fund Your Account

We use this information to create your account.

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Account number:


Digital Signature

We use this information to create your account. Please enter the same name you use to file your taxes.



I have reviewed all of the disclosures and documents and I agree to all the terms and conditions. I understand that I am entering into an advisory relationship and I am opening a brokerage account where that advisor will have discretionary authority to manage my portfolio.

Thank You

For further information please visit www.gravityinvestments.com