Interactive Brokers serves as account provider by custodying assets and trading investment securities. Truth Investments serves as account manager by making investment decisions. You serve as account owner by deciding when to make contributions and withdrawals from your account.
OPEN AN ACCOUNT
When you open an account with Truth Investments, you'll need to open an account(s) with our custodian bank/broker, Interactive Brokers (IB). IB will custody your assets, while you maintain ownership of your account. Ownership means you'll be able to fund and withdraw money at your discretion through Interactive Brokers; although there may be tax implications depending on the account type. Truth Investments will be responsible for managing your portfolio by making investment choices in your account. Separate account ownership provides added security to the client. The entire brokerage account opening process can be completed online.
The first step is to complete the Truth Investments Client Investment Suitability and Client Agreement Forms. An investment advisor will review the forms and email you the link needed to open your brokerage account.