Mail the application, related forms, and investment check.*
Minimum initial investment is $25,000 for a Sector Series Portfolio and $25,000
for a Frontier Series Portfolio. Mail completed applications and enclose an investment check payable to the appropriate account custodian to:
ICON Advisers, Inc.
Attn: Operations Department
5299 DTC Boulevard, 12th Floor
Greenwood Village, CO 80111
By wire to Trust Company (please establish the ICON account prior to wiring) to:
JPMorgan Chase Bank, New York, NY
ABA # 021000021
Credit: Trust Company of America
Account #193526355
FBO: Client's Full Name
For Further Credit to: ICON Account #___________
By wire for Schwab (please establish the account prior to wiring) to:
Citibank NA, New York, NY 10043
ABA # 021000089
Credit: Charles Schwab & Co.
Account #40553953
FBO: Client's Full Name
For Further Credit to: Schwab Account #__________
If funding new account by transfer, please note that transfers can take 4-6
weeks to complete and require the client's most recent account statement.
We will return your application if any required information is not completed.
*If opening an account to be custodied at Charles Schwab, please contact us at
1-800-828-4881 for additional instructions.
More of what ICON can offer you
Reminders
Complete all required information.
Enclose a check payable to the custodian.
Include a voided blank check, if applicable.
Attach all required documentation.
Have client sign the application, Management Agreement, and other required paperwork.
Investment Checks
Remember to have investment checks made payable to the appropriate account custodian. Checks made payable to ICON will be returned, as we cannot endorse them over to the custodian. Cashier’s checks, third-party checks, and starter checks are no longer accepted due to anti-money laundering requirements.
.
More of what ICON can offer you