When considering an investment with BTI, the first step is to have an initial consultation with us to determine the appropriateness of our strategies for your particular needs, and how we may compliment your current investment plan. You may contact us at 1-800-765-7188 or by clicking here.
Step 2: Review prospectus and disclosure documents.
Carefully review the ProFunds prospectus and the BTI Disclosure Documents (Form ADV Part II). These forms are for your use only, and do not need to be returned to BTI to open your account. All applicants must acknowledge receipt and comprehension of these materials before investing.
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Step 3: Choose Account Type
BrainTrader Investments does not house any of its clients' assets. All accounts managed by BTI are held at ProFunds. BTI will assist you with opening your ProFunds account. Both traditional accounts and IRAs are available, and we can also assist you with a rollover from another IRA or 401k if necessary.
Choose one of the following account forms:
Please DO NOT make any checks payable to BrainTrader, we do not house funds, checks must be made payable to ProFunds.
Step 4: Authorize BrainTrader to Manage Account
In the process of establishing your account with ProFunds, BrainTrader will be assigned as the advisor over your account. This is accomplished by initialing the ProFunds account application in the section titled "If Authorizing Agent". Assets will always all be held in your name, and only the account owner can make additions or withdrawals (with the exception of fees). The investment decisions for the account will be performed by BTI.
All clients also must sign the BTI Investment Advisory Agreements. Fees will be automatically deducted from the account on the agreed upon basis.
Choose one of the following Advisory Agreements:
Step 5: Submit Forms
Complete the forms as directed. Be sure to include your signatures on each form, and your initials on the ProFunds application in the section titled "If Authorizing Agent". Enclose the forms and your investment check (or arrange for a wire payment) and mail to your BrainTrader representative.
After your account is open...
Monitor Account. BTI clients will have access to their accounts online 24 hours a day. The ProFunds website allows clients to access their accounts and view their holdings at any time. ProFunds will also send you copies of trade confirmations to notify you of the trades that have been made in your account. In addition to the quarterly brokerage statements you will receive from ProFunds, we will send you the BTI Quarterly Newsletter and Performance Report.
Additions or Withdrawals. BTI clients are allowed to make additions or withdrawals from their accounts at any time simply by notifying BTI. Typically the transaction may be performed the same day. Our strategies are very liquid, so our clients' assets are not tied up for extended periods of time.
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