Sales & MarketingHow to Become Approved

Click below to start your application process.

Please note that our documentation requirements have changed. Documentation requirements specific to your firm's business structure and license type and a $250 Nonrefundable Application Review Fee will appear at the end of the application process.

Once you have completed and submitted all necessary documents you should receive an approval / decline notice within 5 business days. If for some reason you do not receive notice of your application status within such time, you are welcome to call 800-778-4332 for more information.

Your assigned Account Executive will call you to notify you of your approval or declination. The individual contacted at your company will be the person listed on your application as the primary contact.

If you have any questions about this process, please call 800-778-4332.

Start Your Online Application By Clicking Here