EASY ACCOUNT SET-UP
The following steps will walk you through the process of opening a new ProFunds account managed by Strategic Advisory Solutions (SAS).
Step 1. Review the following documents:
Step 2. Download and print the ProFunds Application:
If you want to open or rollover an Individual Retirement Account (IRA), download and print the ProFunds Regular IRA Application or the ProFunds Roth IRA Application.
In addition, download and print the Appointment of Authorized Agent Form.
Step 3. Complete and sign the Application:
Be sure to complete and sign the "Appointment of Authorized Agent" section of the ProFunds Application or the separate download Form (above).
Enclose the Application and your investment check and
Mail to: |
ProFunds
P.O. Box 182800
Columbus, OH 43218-2800 |
Step 4. Download and print the SAS Investment Advisor Agreement.
Complete, sign and
Mail to: |
Strategic Advisory Solutions, LLC
1401 Alanton Drive
Virginia Beach, VA 23454 |
That's it! We will begin managing your account as soon as your ProFunds account is established and upon our receipt of the "SAS Investment Advisor Agreement."
Helpful Tips for New Applicants
Printing Forms
Use your print command to print the pages…or call us and we will mail or fax the appropriate forms to you.
New Deposits
Funds should be deposited into the ProFunds money market account.
Account Minimum
The account minimum is $35,000 when managed by Strategic Advisory Solutions.
Transfer Forms
The ProFunds Application download (above) includes the Non-Retirement Accounts Transfer Form (page 3).
IRA Rollover Forms
The IRA Application and the Roth IRA Application downloads (above) include the appropriate IRA Rollover Forms.
IRA Rollovers
ProFunds will initiate the transfer. You should stay in close contact with the other firm to make certain that they process your transfer in a timely manner; otherwise, it may take several weeks.
Group #'s at ProFunds
S+ Conservative Model: # AJ0 , S+ Aggressive Model: # AJ1
Investing in Both S+ Models
Separate accounts at ProFunds are required to invest in the S+ Conservative and S+ Aggressive Models concurrently.
Questions
For questions or to determine the status of your account, call ProFunds at:
888-PRO-FNDS (888-776-3637)
For further assistance please contact:
Strategic Advisory Solutions, LLC
Email: office@seasonalityplus.com
Phone: 800-406-2036
Fax: 757-496-0975
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