MT.COOK FINANCIAL - Brokerage Application

BOOK MARK THIS PAGE FOR YOUR REFERENCE (we do not link to it) and it contains very important information for opening your account at our preferred brokerage, MT.COOK FINANCIAL (www.mtcookfinancial.com). Mt.Cook has the easiest sign up instructions of all our brokers; the full process from start to finish can be completed digitally online without the need for “wet signatures” (no printing, scanning or emailing required). Please follow the instructions below in detail.

Here are some important tips to read before starting the application.

  • USA CLIENTS and ECPs: These programs are not open to residents of the USA. Under certain circumstances US residents who qualify as ECPs (Eligible Contract Participants - or very high net worth investors) may be able to participate. However please note that this is at the sole discretion of the brokerage, and they have a very diligent acceptance and compliance policy which is viewed closely on a case by case basis. Please contact them for more specific information about this policy.
  • MINIMUM INVESTMENT: The minimum investment to participate with these managed FX programs is $5,000 USD.

To participate in our Managed Account(s) through Mt.Cook, you must first:

  1. Complete an Account Application
  2. Submit the required LPOA(s) (Limited Power of Attorney) documents
  3. Deposit funds to your trading account

The instructions below will guide you through the application process.

 

STEP 1. Completing an Account Application

Click Here To Open an Account at Mt.Cook Financial

 

First - click the button for your desired account type (eg. personal or corporate etc…) from the list on the left; this will launch the online application.

The application is pretty straight forward, however there is one section that might require further explanation. When selecting your “Account Type” and the “Name of the Manager/Advisor” please tick the appropriate box and write “Managed Forex Hub” exactly the same as the example below.

This will ensure that your account is properly assigned to our Managed Account programs.

The remainder of the application is pretty standard. You will need to accept the broker’s Terms of Use and submit documentation to verify your identity and address prior to approval. If you run into any issues during the process, be sure to email [email protected] who will gladly provide assistance.

When your account has been approved you will receive a Confirmation Email which will also include your account number and client portal information (where you will find instructions to fund your account and download the Mt.Cook trading platform).

 

STEP 2. LPOAs (Limited Power of Attorney)

After your account(s) have been approved, and funded, you can proceed with submitting your LPOA. This document authorizes our managers to trade the account on your behalf. Simply complete all the required sections and then click submit.

MANAGED FOREX HUB LPOA AT MT.COOK FINANCIAL

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* IMPORTANT - MULTIPLE ACCOUNTS: If you want to participate in more than one Managed Account you need to ensure that you open the same number of Trading Accounts (you need one separate account per strategy). You can create additional accounts through your Client Portal, or alternatively, you can email [email protected] and request assistance in establishing multiple accounts.

When your initial account has been funded you can simply transfer funds between your accounts in your client portal, or provide instructions to Mt.Cook on what amount should be transferred to each particular account/fund again by emailing [email protected]

Should you have any questions or concerns in completing this application, please do not hesitate to contact us at any time.

Respectfully Yours,
The Managed Forex Hub team.