How To Open An Account

World Capital Management domiciles its managed accounts at Folio Investing. Clients can also domicile their accounts at  Charles Schwab, or TD Ameritrade for accounts larger than $10 million.  

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 Folio Investments.*

  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

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