FAM Account Type

　　FAM (Fixed Asset Manager) offers different types of accounts to manage fixed assets efficiently. The primary account types include:

• Individual Account: This account is designed for single users who wish to manage their fixed assets independently.
• Joint Account: Ideal for two or more individuals, such as business partners or family members, to collectively manage fixed assets.
• Business Account: Specifically tailored for businesses, allowing multiple users to manage assets under a corporate structure.

　　Each account type has unique features that cater to the specific needs of individual investors, families, or businesses, ensuring effective asset management and synchronization with QuickBooks.

　　

FAM Broker Account Opening Process

　　Opening a broker account with FAM is a straightforward process that can be completed in a few steps:

• Select Account Type: Determine which type of account suits your needs (Individual, Joint, or Business).
• Complete Application: Fill out the online application form, providing necessary personal information such as name, address, and tax identification number.
• Verification: Submit any required documentation for identity verification, which may include proof of address and identification.
• Fund Your Account: Transfer funds into your FAM account using electronic transfer, check, or other funding methods. Ensure that the account is funded before you begin managing your fixed assets.
• Start Managing Assets: Once your account is set up and funded, you can start adding fixed assets and utilizing the synchronization features with QuickBooks.

　　Following these steps will enable you to effectively manage your fixed assets using FAM's robust platform.