Once you submit the form, a member of our Manager Relations team will be in touch to determine if you are a fit for Covestor. Next, we’ll ask you to:
Complete our paperwork. Sign, scan and email everything back to firstname.lastname@example.org, and you’ll be on your way.
Open up the account. Once your paperwork is in, we’ll send you details on how to set up the brokerage account that we will use to track your trading. You’ll need to fund it with at least $10,000, and possibly more if your strategy requires it.
Be selected by our investment team. Our investment team will decide if you are a fit for the Covestor platform based on the quality of your strategy. If you’re an established RIA or a Registered Hedge Fund Manager, we’ll work with you to analyze your existing GIPS-compliant track record.