• Access our platform to create a log-in
• After registration, sign the sub-advisory or trade-list delivery agreement between you and 55-ip via DocuSign from the portal
• Submit the Request of Information (ROI) to your custodian to get all your account holdings data flowing through the portal so you can run analysis without uploading files manually
• Contact The 55ip Onboarding Team with any questions (onboarding@55-ip.com)