Steps to Opening a Managed Futures Account

1. You start by filling out the IECo Account forms on our website.
2. Next, after reviewing the CTA's Disclosure Document, print out the one you wish to work with. The Disclosure Document is linked to each CTA we recommend.
3. Each CTA Disclosure Document typically contains the following forms:

• The CTA's Disclosure Document Acknowledgment Letter
• The CTA's Advisory Agreement Letter
• The Required Information page for the CTA and if applicable an Additional Risk Disclosure Document
• The CTA's Fee Authorization Letter

These forms must be signed and faxed back to us at 1-312-697-8778.

When you fill out the IECo Customer Account Forms, be sure to fax into us a Photo I.D. of yourself, containing your signature. This is required to be compliant with the U.S. Patriot Act.

Retirement Accounts: IRA and 401K Accounts can and do invest in Managed Futures Programs. A Financial Custodian is required to handle the funds that you wish to place in a Managed Futures Account. This is required to keep your funds in their current tax status.

IECo has working relationships with several financial institutions that act as custodian for these types of accounts. We will either mail you these forms or we can put you in direct contact with these custodians.

For more information on this, contact the Managed Account Department at 1-800-284-1524.