How to Access iSectors®ETF investment allocation models
iSectors® ETF investment allocation models are available to registered investment advisors with an RIA and/or dual RIA/BD designation.
iSectors® models are through multiple turnkey asset management platforms (TAMPS) including: LPL (SAM), Envestnet, Eqis, and ModelxChange.
These platforms have an extensive reach, and many advisors already have access to iSectors models through either a direct or indirect relationship with one of these platform providers.
How to open your iSectors® account.
- For immediate access* complete the advisor registration form for access to iSectors’ models. Upon receipt of your registration form, Scott Jones or a member of the iSectors® LLC team will contact you within 24-48 hours (one business day). If necessary, send an email to email@example.com or call 1.800.473.2867 ext. 111 to request a hard copy of the iSectors Client Information Form.*Note: Your iSectors® account is not considered open and investment advisory fees will not begin to accrue until all paperwork has been processed, your account has been accepted, funded, and trading has commenced.
- If you have any questions, or you would like more information on iSectors, please review this website, call Scott Jones: 1.800.869.5184 or send an email to firstname.lastname@example.org. We will be happy to walk you through a demonstration of our proposal generation and reporting system, as well as establish an agreement with your firm.
To review our Privacy Notice, click here. Please be assured your personal information will be kept secure and confidential. The personal information you provide on the Client Information Form will be used only to accomplish the opening of your iSectors account and to facilitate the service we provide to you. Your personal information will never be sold or disclosed to any non-affiliated third party.
Information pertaining to advisory operations, services, and fees is set forth in iSectors’ current disclosure statement (Form ADV Brochure, Part 2), a copy of which is available upon request. Please email us a request that includes your name, address, phone number and email address to email@example.com. We will email an electronic copy to you in PDF format, unless you specifically request that we mail you a written copy.
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549