Managed Futures - Alternative Investments

Steps to Opening a Managed Account

  1. Complete PFGBEST's online account forms. Please ensure that the question on the first page, "Is this a managed account?" is checked "Yes".
  2. Read and sign each CTA's disclosure document and any other applicable management agreement. To request CTA or Managed Futures disclosure documents, contact Debra Stepanek at DStepanek@pfgbest.com (312) 775-3580 or Paul Moran at PMoran@pfgbest.com (312) 775-3526.
  3. If you choose multiple CTAs or Managed Futures programs, you will need to complete the additional account request form.
  4. Upon review of the completed documentation, PFGBEST will assign you an account number for each manager selected.
  5. Wiring instructions will then be forwarded to you in order to fund your account.
  6. When the account is funded, PFGBEST will notify the CTA or the Managed Futures program advisor that they can commence trading for that account.

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