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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us

 

Open An Account at SFM

Once you have decided that you would like to become a client of Stack Financial Management, the next step is to complete a Confidential Investment Management Application. Please note that our minimum opening balance is $750,000 in a single account or $1,000,000 in two accounts (provided neither account is less than $250,000). Existing clients may open additional accounts with a minimum of $250,000 each. To request an application by mail, click here.

A fill-in, printable form is available here:

Download Account Application
SFM Account Application
For your convenience, simply type the requested information in this application and print the form, sign it and forward to our office. If you prefer, you may print the form and then complete the information.

ADV Part II
Privacy Policy
Prior to completing the SFM Account Application, please review our ADV Part II and Privacy Policy by clicking on the links at left.


For fastest service, fax the completed application to 1-800-798-6889.

You may also mail the application to:
Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937

If you should have any questions about our services, or in completing the application, please call our office
at 1-800-790-5001 to speak with one of our experienced Account Executives.

Within one business day of the receipt of your application, we will send you the necessary documents to open your new brokerage account with the institutional arm of Charles Schwab. At that time, we will also assist you in transferring funds and/or securities into your account.

We recognize the careful deliberation in your decision to choose Stack Financial Management as your portfolio manager. We will ensure that you receive the same careful attention from SFM, as we strive to provide the best possible service to you. Please keep in mind that the establishment and funding of an account may require several weeks, particularly if securities must be transferred. However, we will assist you in every way possible by working with your existing broker or custodian to ensure a smooth and efficient transfer of funds into your new account.

Thank you for your interest in Stack Financial Management. We look forward to assisting you in meeting your financial goals for years to come.


Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com