- To open an account with Quantum Capital Investments, you will need to complete an online application for the Brokerage used to establish and fund your account. Currently, we use
TD AMERITRADE Institutional for opening traditional Investment Accounts and PFG BEST to open Commodity Trading Advisory accounts(Managed Futures).
TD AMERITRADE Institutional ACCOUNTS CAN BE OPENED BY COMPLETING THE FOLLOWING DOCUMENTS FOUND BY CLICKING HERE
PFG BEST COMMODITY TRADING ADVISORY ACCOUNTS CAN BE OPENED ONLINE BY CLICKING HERE
Commodity Trading Advisory Accounts (Managed Futures)
If you are opening up an IRA, SEP, 401(k) or rollover, you must complete the Millennium Trust Custodian paperwork as well as the PFGBEST brokerage account forms. If you need assistance please dial 1-800-895-4918 and we will be more than happy to guide you with the account opening process. We are available Monday through Friday 9am to 6pm Central Standard Time.
Managed Account Opening Instructions
Brokerage Account Opening forms
IRA to IRA Account Transfer Authorization
Qualified Plan Direct Rollover .e.g 401(k), 403(b) etc..
