Opening an account with Runnymede is a simple process. First, you sign an Investment Advisory Agreement appointing Runnymede as your investment advisor. Second, you complete paperwork to open a brokerage account at Fidelity or TD Ameritrade. If you already have an account at these custodians, it may be possible to keep your existing account(s) and complete a form authorizing Runnymede to trade on your behalf. Runnymede will work with Fidelity or TD Ameritrade to transfer your existing portfolio positions and/or cash to your new account.
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