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Straight-forward answers to our frequently asked questions

Helpful info regarding our account creation process.

Opening an account

What types of accounts does AgentRisk currently support? Agentrisk currently supports taxable investment accounts including individual, joint and trust accounts.

How do I fund my account? All available methods of deposit can be found on the Interactive Brokers website here.

How do you collect fees? Our fees are automatically collected every month directly from your custodial account by Interactive Brokers.

Can I transfer a portion of an existing brokerage account to AgentRisk? Yes you can transfer all or part of your account from most brokerage firms, through a fully electronic process. Please contact support@agentrisk.com for more details.

Who will have custody of my funds? "The custodian of your funds will be Interactive Brokers, one of the most trusted and established brokerage firms in the world, rated Top Online Broker for the Sixth Consecutive Year by Barron’s 2016. In accordance with SEC rules (particularly 15c3-3, the “Client Protection Rule”), Interactive Brokers protects client assets by segregating them and ensuring that they are not used for any other purpose, including loans to investors or institutions, corporate investment purposes, or corporate spending. Regulators and independent auditors periodically review IB financial records to ensure clients’ assets are accurately tracked and held separately from the firm’s own holdings. It could be a civil and/or criminal violation if an investor’s assets were inappropriately commingled."

What is the account opening process? Once you sign up for an account with AgentRisk, you will need to fill in our a KYC questionnaire, with information regarding your financials, job etc. This is mandatory and the information will be used by both AgentRisk and Interactive Brokers. As soon as you provide us with all the required information, we will automatically submit an account creation request to Interactive Brokers, who will keep custody of the assets you wish us to manage. When the account request is approved by Interactive Bokers and your account is funded, we will start allocating your assets! Kindly note that in the event Interactive Brokers decline your account creation request, we will not be able to offer you our services.

How do I access my Interactive Brokers account? Can I login with my AgentRisk account login details? No, your Interactive Brokers account is completely independent from AgentRisk. As soon as your Interactive Brokers account is approved, we will send you an email with your login credentials.

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