New Client Onboarding — Optimus Capital Advisors

Step 1: Securely Provide your Information

Thank you! We will contact you to obtain any additional information needed to complete building your financial profile and to open account(s).

Step 2: Provide Statements and Supporting Documents

Step 3: Confirm your Risk Tolerance

Step 4: Instructions to Access Accounts at Schwab Institutional

Step 5: Instructions to Access your Accounts & Performance Reporting