Getting started
- You contact Sunlight expressing interest in opening an account with Sunlight – Click on Contact above.
- Sunlight will send your its Brochure to review along with Advisory Agreement to sign. If all acceptable – you sign the agreement and you are good to go.
- Next, you will get an email invitation to open an Account with Interactive Broker with Sunlight Investments assigned as the managing Advisor on the account.
- You provide the needed documentation to open the Interactive Broker account. Sunlight will assist you.
- Once your IB account is opened, you add funds to it and Sunlight will start investing for you,
After the Account is Open
- You fund your account with your initial investment funds.
- Sunlight will start investing your money by buying/selling select stocks.
- Sunlight only can decide what to buy, when to buy any stock and when to sell it.
- You can go on-line anytime and see exactly what you have in your account and how much you have in total.
- You can put money anytime you want – wire, check, …etc. Sunlight will be notified that new money has been added.
- To take money out, you can do that anytime you want but you need to inform Sunlight so the money is made available. You can take your money usually in 2-3 days.