Do I have to set up any of the investment accounts?

Six Park does most of the work required to open the required accounts for your investment portfolio. Since the cash management and brokerage accounts are created in your name, an identification check will be completed (for security reasons) and may require you to provide additional forms of identification or (in the instance of a trust entity) copies of trust deed signature pages. You’ll receive easy-to-follow instructions along the way if you need to supply any documentation.

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