MarketTrend Advisors

Open an Account

After familiarizing yourself with the MARKETTREND investment philosophy and our services, this page provides all the information and forms you need to open an account with MARKETTREND Advisors and with our broker (Fidelity Investments). As an alternative to the information and forms found on this web site, you may request an information packet containing the same materials simply by sending us an e-mail containing your name, mailing address and type of account(s) you are interested in to info@MarketTrendAdvisors.com.

The following guide should help lead you through the few simple steps and forms. Should you have any questions, do not hesitate to contact us.

Step 1: Complete MARKETTREND Advisors forms
Step 2: Complete Fidelity Investments forms
Step 3: Mail your forms and fund your account

Step 1: Complete MARKETTREND Advisors forms

Both the "Account Application" and "Investment Advisory Agreement" forms must be completed and returned by all prospective clients.

	Account Application
	This form opens an account with MTA and provides us with critical information, such as how to contact you and what your investment objectives are. This form MUST be completed and returned to open an account.

	MarketTrend Index, Blend and Sector Investment Advisory Agreement
	This document is the legal contract between you and MTA for the MarketTrend Index, Blend and/or Sector Investment service. It outlines what we commit to you and what you are committing to us. This form MUST be completed and returned to open an account.

	MTA Guru, Momentum and World Index Investment Advisory Agreement
	This document is the legal contract between you and MTA for the MTA Guru, MTA Momentum and/or World Index Investment services. It outlines what we commit to you and what you are committing to us. This form MUST be completed and returned to open an account.

Step 2: Complete Fidelity Investments forms

Fidelity Account Application Forms
Here are the most common forms you need to establish (an) account(s) at Fidelity. If you already have a Fidelity account, please complete the first form "Add Advisor to Fidelity Retail Account". If you do not have a Fidelity account yet, please complete any of the following three forms, whichever applies. Each new account requires its own account application.

	Add Advisor to Fidelity Retail Account Form
	This form gives MARKETTREND Advisors the authority to manage your existing Fidelity account(s) and deduct advisor fees. Please complete one form for each account you wish us to manage for you.

Fidelity Individual/Joint Brokerage Account Application

This form opens an account with Fidelity Investments and provides MARKETTREND Advisors with the authority to trade your account and deduct management fees. The account may be funded by either a check payable to Fidelity Investments or a transfer from another brokerage account (in which case you need to fill out the Fidelity Transfer of Assets Form).

Form-filling tips
    - Only pages 1 to 6 need to be printed and returned, all other pages are for your       information only
    - If you would like us to be able to short the account, please check the "Apply for Margin       Privileges" on page 5
    - Be sure to sign and date on page 6

Fidelity Business/Partnership Account Application

This form is used to open a business or partnership account with Fidelity Investments and provides MARKETTREND Advisors with the authority to trade your account and deduct management fees. The account can be funded by either a check payable to Fidelity Investments or a transfer from another brokerage account (in which case you need to fill out the Fidelity Transfer of Assets Form). This application may require additional information.

Form-filling tips
    - Only pages 1 to 8 need to be printed and returned, all other pages are for your       information only
    - If you would like us to be able to short the account, please check the "Apply for Margin       Privileges" on page 5 and sign in the appropriate box
    - Be sure to sign and date on page 8

IRA Application

This form opens a qualified IRA retirement account at Fidelity Investments and provides MARKETTREND Advisors with the authority to trade your account and deduct management fees. Note that if you fill this form for an IRA, you do not need to fill the Fidelity Brokerage Account Application form. This form accommodates ROTH IRAs, traditional IRAs, Rollover IRAs, and SEP-IRAs. These accounts are usually funded by either a check payable to Fidelity Investments or a transfer from a Fidelity retail account or another IRA account.

Form-filling tips
    - Only pages 1 to 5 need to be printed and returned, all other pages are for your       information only
    - Be sure to add the beneficiary’s Social Security number and birth date on page 3
    - Be sure to sign and date at the bottom of page 5

	Options Account Request Form
	If you want MARKETTREND Advisors to use options while managing your account, please fill out this form. Form-filling tips - Be sure to complete the full profile information on page 2 (and 3 if it is for a joint or business account). Fidelity will not approve an options application if any of this information is missing. - Be sure to sign and date at the bottom of page 4

	Check Writing Request Form
	If you would like to be able to write checks off your Fidelity brokerage account please complete this form.

	EFT & Wire Request Form
	If you would like to establish standing Electronic Fund Transfer or Wire capabilities, please complete this form.

	Fidelity Transfer of Assets Form
	This form is used to transfer your cash and/or securities from another brokerage account to your account at Fidelity Investments. Fidelity requires a copy of your latest statement for the account you wish to transfer (from) along with this Fidelity form. Please be sure to include this information with your application.

Step 3: Mail your forms and fund your account

Before mailing, please make sure you have completed and signed all necessary forms, and made a copy for your own file. Return all required forms, including all Fidelity forms directly to MARKETTREND Advisors at the following address.

MARKETTREND Advisors
3720 Gattis School Road #800-214
Round Rock, TX 78664
PH: 512-255-8722
FX : 512-255-8732

Unless you are funding your new Fidelity account(s) through a transfer (and you enclose your completed "Fidelity Transfer of Assets Form"), you can fund it by writing a check payable to "Fidelity Investments" and mail it to us with all the forms.

When sending the application please be sure to send all forms including all Fidelity forms to MARKETTREND Advisors. We will complete the forms and forward them to the broker for account set up.