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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:              

Legal Residence: Citizenship:

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:




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 advice

Net WorthThe total value of all assets you own, less what you owe (including all mortgages and debts). Your Net Worth cannot be less than your Liquid Net Worth.

Liquid net worthThe total value of any assets you own that can be quickly converted into cash.

Net IncomeThe total amount of your earnings for one year minus any taxes or other deductions taken from your pay. These other deductions could include health insurance, retirement contributions, court ordered judgments or support payments.


Total AssetsThe total amount of current and long-term assets that you own.



We only use exchange listed and daily tradable investment products in your 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:


Beneficiaries

Beneficiaries

You can add any beneficiaries here, which are required for all IRA accounts.





Regulatory Questions

Regulatory Questions

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

Is the account holder a member of an exchange or an associated person, affiliated person or employee of an exchange member?

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: i) a director; ii) a 10% shareholder; or iii) a policy-making officer of any publicly traded company? (Restricted or Controlled Stock)

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?

Important Information and

Disclosures about this Agreement:

Click on the button to download the file

Investment Advisory Agreement

Information about Fees

Risk Disclosure

Interactive Brokers Brokerage Agreement

Digital Signature

We use this information to create your account. Please enter the same name you use to file your taxes. Your typed name is equivalent to a Signature.



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.
Risk Profile

Risk Profile

Set the Objectives you want to apply

Please prioritize what portfolio attributes are important to you. These portfolio objectives compete with each other for your preference. Portfolios cant be great at everything. Tell Gsphere what you want your portfolio to be great at.

Total Return

Not Important Essential

Capital Preservation

Not Important Essential

Current Income

Not Important Essential

Stability

Not Important Essential

Volatility

Not Important Essential

Minimizing Market Exposure

Not Important Essential

Diversification

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:

Thank You

For further information please visit www.gravityinvestments.com