---
title: "Getting Started"
url: https://selsickis.com/getting-started/
description: "We have tried to make the on-boarding process as seamless as possible."
published: 2026-08-10
updated: 2026-08-10
---

# Getting Started

Published 2026-08-10

Accounts

Accounts/getting-started/

We have tried to make the on-boarding process as seamless as possible.

**Step 1: Due diligence**

1. Determine which [strategies](https://selsickis.com/process/) are suitable for you.

**Step 2: Documents for you to read**

1. In our [Document Library](https://selsickis.com/disclosures/), you will find a list of documents for you to read. You will need to acknowledge receipt of some of these documents in the Advisor Agreement.

**Step 3: Documents required from you**

1. Also in our [Document Library](https://selsickis.com/disclosures/), you will find an Investment Advisor Agreement.
2. Print, complete and sign the Investment Advisor Agreement and send to us. Either scan and send via electronic mail to info@selsickis.com, or send via regular mail or courier to our office.

**Step 4: Open account with Interactive Brokers (“IB”)**

1. We will email you a customized application from Interactive Brokers, if you are not a pre-existing IB client. You will need to have handy, one form of identification and a proof of residence to complete their application.
2. Complete the IB application online.
3. Receive confirmation from IB that account is active.
4. Fund the account.

**Step 5: Confirmation and welcome**

1. We will mail you a signed copy of the Advisor Agreement for your records together with a welcome letter and confirmation of start date.