The goal of this process is to collect the information needed to open your investment account. All information is encrypted and accessible to staff only.
Please enter your first name
Please enter your last name
Step 2 of 10
Home Address
Your legal residential address — this must match your government-issued ID.
Please enter your street address
Please enter your city
Please select your state
Please enter your ZIP code
Step 3 of 10
Citizenship Status
Are you a United States citizen?
Step 4 of 10
Immigration Documents
Please provide your Green Card or Visa information for account verification purposes.
Step 5 of 10
Contact Information
How should we reach you? This information is kept strictly confidential.
Please enter your phone number
Please enter a valid email address
Step 6 of 10
Driver's License
Your driver's license or government-issued photo ID details.
Encrypted in transit and at rest
Please enter your license number
Step 7 of 10
Personal Information
Required for account opening with our custodian. All sensitive data is encrypted with 256-bit AES encryption.
Please enter your date of birth
Masked & encrypted — never stored in plain text
Please enter your SSN
Primary Beneficiary
Step 8 of 10
Occupation & Income
Required for regulatory compliance and to best serve your financial needs.
Please enter your job title
Please enter your company name
Step 9 of 10
Real Estate Holdings
Please select the option that best represents the estimated value of your real estate holdings.
Step 10 of 10
Non-Real Estate Assets
Please select the option that best represents your non-real estate investment assets (stocks, bonds, retirement accounts, etc.).
Thank you,
Need to open an account for a family member?
If you need to complete this process for a spouse, child, or another family member, you may restart the form below. No need to re-enter your access code.
Okos Financial Group
88 Froehlich Farm Blvd, Suite 320, Woodbury, NY 11797