How to Open an Account
We can open an account with you in a few steps and welcome you to get started by providing information that we will can use to open the brokerage account and establish the advisory relationship. If you are ready, complete the Personal Information Form and the RIsk Assessment Form. We will call you to discuss your goals and the next steps to be taken. Laurentide is here to serve and help you.
1. Schedule a voice or video call with a Laurentide team member.
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT - To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may follow up with a request to see your driver's license or other identifying documents.