Steps for Investing with Terrapin
Joining a new investment company can seem like a daunting task sometimes. At Terrapin we want to make this process simple and as easy as possible for you. We have separated our process into a few simple steps.
1. Find your appropriate portfolio
We need to determine which portfolio is right for you. Start off by taking our risk questionnaire. Spend 30-40 minutes answering the questions and get an idea of where you fit into our investment strategy and which portfolio might be right for you. Once you have finished this process you will need to fill out our client information form and email, fax or mail it back to us.
2. Getting the gears started
Once we receive your client information form, one of our Terrapin team members will contact you to assist you in your portfolio selection and help determine what accounts you need to open.
3. The paperwork
The paperwork is always the hardest part but at Terrapin we like to help fill out the forms for you. One of our team members will join you in an online webinar to complete the account opening process.
4. Funding
As part of the account opening process, you will also fill out any transfer paperwork or initiate a wire transaction to fund the account. Funding is the longest step in our process and the amount of time is dependent on your specific situation.
Once your account is funded your funds will be allocated according to your portfolio. You will be provided a username and password so that you can login and access your account online at any time.
