Account Opening
Brokerage accounts
From corporate treasury parking cash in money-market funds to active personal trading, we open brokerage and custody accounts on credible EU, UK and Swiss platforms — and handle the suitability, classification and funding-route paperwork that trips up most applications.
ProvidersBrokers, banks & custodians
Typical timeline1–4 weeks
CoverageEU / UK / CH platforms
Risk profileLow–medium
How we place you
- Define the mandate — treasury management, custody or active trading.
- Select platforms matched to instruments, size and jurisdiction.
- Complete suitability, classification and experience assessments.
- Document the funding route from your corporate or personal account.
- Activate, fund and place the first trades.
What providers look for
- A clear investment purpose and mandate
- Documented origin of the funds being invested
- Appropriate experience for the chosen instruments
- A clean funding route from a named account
- Realistic volumes and instrument mix
Documents to prepare
- Corporate documents or personal ID
- Proof of address & tax residency
- Source-of-funds evidence
- Bank statement for the funding account
- Investment-experience summary
Providers, timelines and requirements are indicative and change with bank appetite. We confirm realistic options for your specific profile before any application is filed.
Get started
Ready to get bankable?
Tell us about your business and we will map the realistic account options within one working day.