Advisory and agreement disclosures
Click on the button to download the file. We recommend you download and save all the Disclosures and Agreements. Advisory Agreement
![Trading Integration | Advisory Agreement](https://portfoliothinktank.com/wp-content/uploads/2021/03/ptt-download-icon.jpg)
Portfolio Thinktank Advisory Agreement
![Master Jam | Advisory Agreement](https://portfoliothinktank.com/wp-content/uploads/2021/03/ptt-download-icon1.jpg)
ADV Brochure
![Portfolio Visualization - Not Diversified | Advisory Agreement](https://portfoliothinktank.com/wp-content/uploads/2021/10/ptt-download-icon4.png)
Form CRS Relationship Summary
We use this information to create your account. Please enter the same name you use to file your taxes. Your typed name is equivalent to a Signature.
After this page we will proceed to open your custodian and brokerage account at a Top Rated Custodian bank