Gavin Ross & Co Account Type

Gavin Ross & Co offers a managed brokerage account that requires a minimum portfolio of $2,000,000. This account provides investors with absolute security as the firm has limited authority to electronically view and manage portfolios, ensuring that clients maintain sole signing and transfer authority to withdraw funds. The securities and transactions are locked to the client's bank account, and dividends are electronically paid directly into the bank account. This account type is ideal for high-net-worth individuals seeking professional portfolio management without the risk of losing control over their investments.

Gavin Ross & Co Broker Account Opening Process

To open an account with Gavin Ross & Co, follow these steps:

• Contact for Appointment: Email or telephone the firm to schedule an appointment, allowing for discussions about requirements and investment methodologies.

• Documentation Submission: Prepare to provide necessary documentation, including:

• Valid, current passport (national or international)
• Valid, current drivers license
• Valid, current national ID card
• Other government-issued photo ID may be accepted upon review.

• Client Verification: The firm will conduct a vetting process, including world check and internet screening to ensure the client is not a Politically Exposed Person (PEP) or involved in criminal activities.

• Account Setup: After verification, the client can open a live or demo account via the client CRM portal.

• Account Approval: The account is approved through the admin portal, and the client is notified via email that they can now fund the account.

• Funding: Clients can then fund their accounts and receive support for any operational queries via email or call.

For more details, you can visit Gavin Ross & Co.