Streamline Risk Management

Join the community of financial professionals who recommend a unique and differentiated risk management solution.

Clients will now have the ability to more clearly define their drawdown risk, without sacrificing the long run compounding potential of the US equity markets, in just a few simple steps.

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  • 1. Review and Sign the Measured Risk Portfolios Sub-Advisory Agreement
    Non-Obligatory Agreement available upon request. To be signed by a principal of the firm.
  • 2. Obtain a Charles Schwab Marketplace Master Account Number
    Ensure the FA Master is a Marketplace Master and is approved for Level 2 options trading (Spreads and Margin).
  • 3. Complete the Measured Risk Portfolios Suitability & Portfolio Section
    • Required for each new account, to be completed and signed by the Advisor. 
    • Access the document HERE. 
    • Securely return the completed form via the Measured Risk Portfolios Dropbox HERE.
  • 4. Create or Clone a Charles Schwab Account
    • Use the digital workflow found in the Account Management tab in the Charles Schwab Advisor Center. 
    • Ensure the client applies for Level 2 options trading (Spreads and Margin). 
    • Measured Risk Portfolios can assist with obtaining Level 2 approval for clients with limited options experience.
  • 5. Provide Required Documentation
    • Share Measured Risk Portfolios’ ADV Parts 1 & 2 and all relevant disclosure documents with the client at time of presenting the strategy or with account application paperwork. 
    • A DocuSign package will be reviewed and signed by the client. 
    • Refer to the “Digital Workflow Instructional Video” for additional guidance.
  • 6. Fund the Account
    Fund the account using the preferred method chosen during the account opening process
  • 7. Begin Trading
    Once the account is opened, funded, and approved for Level 2 options trading, trading will commence immediately.