Investment Advisor Customer Agreement

Discussion in 'Professional Trading' started by MuscleHead, Jan 28, 2007.

  1. Hi,

    Would anyone know where online to find sample customer agreement forms that RIA's can use? Or would anyone be willing to share the agreement that they use?

  2. Pretend you are a client, and talk to an IAR in your local area. He/she will have you sign the customer agreement, and you will get a copy.
  3. lol! Maybe I'll try that, if all else fails :)