Cara Trading Advisors : Create new account

Download, complete, and return CTA account initiation documents (Click on the download button below to receive the documents you've highlighted)

		CTA Confidential Client Questionnaire, Risk/Return Questionnaire

		CTA Advisory 001 concerning US-resident clients and SEC rules governing access to performance based fees

		CTA Discretionary Investment Advisory Agreement for Cara Concept Portfolios

		CTA Discretionary Investment Advisory Agreement for Cara Select Portfolios




Complete the profile/questionnaire. If you have chosen a Cara Portfolio, complete the appropriate agreement. If not, return only the profile and CTA will contact you for a discussion regarding portfolio choice. To return documents, follow the instructions on page 1 of the client profile or agreement.

2	A CTA advisor reviews your client profile/questionnaire, and agreement(s), if you have made a choice, and the documents are signed back to you. If you wish, you can arrange to discuss your needs with a CTA advisor.
3	Establish an electronic brokerage account CTA then prompts Interactive Brokers (IB) to send you an electronic invitation to open an IB account with CTA having trading access in order to manage your portfolio.


	When the account is funded, CTA begins trading, and you have immediate access to daily statements of your account.

CTA and your privacy
If you have questions or comments related to our Privacy Policy, please email us at privacypolicy@caratrading.com