Opening An Account With Alpha

Opening an account with Alpha is a three-step process:
  1. Consult with an Alpha representative to select the investment program which best fits your risk profile, financial circumstances and investment objectives.
  2. Select the proper custodian. For taxable accounts, Alpha can convert them to tax-deferred accounts using the Jefferson National Monument Advisor $20 per month flat rate variable annuity. For IRA's and other tax-qualified accounts, Alpha uses Trust Company of America as the custodian.
  3. Complete the custodial paperwork, fund the account, and complete the Alpha client agreement, which specifies Alpha's trading discretion and fee structure.

Once your account is established, we show you how to view your portfolio online 24/7 and we provide you with a quarterly performance report along with your custodian's quarterly report.

If you'd like to be contacted about opening an account with Alpha or just want more information, please fill in the form below and a representative will call to answer your questions.

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