How To Open An Account

World Capital Management domiciles its managed accounts at Charles Schwab, or TD Ameritrade for accounts typically $250,000 or larger.  We use Motif Inc. brokerage for accounts under $250,000.  

To get started please call us at 415-386-7111 so we can complete the following:
 

  1. Determine the type of brokerage account you need.

  2. Decide on a brokerage firm. We currently have 3 relationships: 
    Charles Schwab, TD Ameritrade, and Mofit.*

  3. Fill out the new account application.

  4. Sign a trading authorization and a fee agreement.

  5. Fund the account.

Most accounts can be established over the phone. 

To minimize paperwork, we use DocuSign to execute signatures.  

To get started please call us at 1-415-386-7111. 


Our email is info@WorldCapitalManagement.Org

*Motif Inc. accounts are held and cleared through Pershing, LLC, a division of BNY Mellon. We do not custody funds. Clients receive trade confirmations and statements online or directly from their custodian. Online access makes our process totally transparent and viewable at all times.

©2019 by WCM