Registered: Mar 2011
08-29-12 10:49 PM
It is not rocket science. Clearly, you need to have your KYC paperwork in order, and your banker/broker needs to have experience opening institutional accounts. There is going to be a learning curve for both you and your banker/broker.
Interactive Brokers, Fidelity, and PenFed, for instance, have no problems with the most convoluted account titles. Don't dream of opening an account at Schwab where you and someone else need to cosign as officers of a corporation, which serves as the general partner of a limited partnership, which in turn serves as the trustee of an irrevocable trust... much less if one or all of the entities are chartered offshore.