Open an Account
Step One: Read Summit Portfolio Advisors, LLC Privacy Notice & ADV Part II.
Step Two: Choosing where your Collar Investing account will be custodied:
- TD Ameritrade (Our primary custodian).
- BrokersXpress
- Fidelity
- Charles Schwab (Only if Advisor is on Schwab's institutional platform).
- NFS (Only if Advisor is on NFS's platform).
- Pershing (Only if Advisor is on Pershing's platform).
Step Three: Call us at 303.317.6900 or 877.817.0979 (toll free) and we will assist you in receiving and completing the necessary forms to open your Collar Investing account.
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