Client Forms

To establish an account at TCM, we ask that you complete our Client Questionnaire, Management Agreement and New Account application forms.*

In addition, we encourage you to review our state registration form for more complete information on Tango Capital Management, our fees, and activities. We also welcome your questions. For more information, please contact Tango at our offices shown below.

Client questionnaire

TCM Management Agreement

New account application forms:

                   Ameritrade  

• Standard Account Application
• Account Transfer Form

• Individual Retirement Account Application

• Educational IRA Application

• Deposit Slip

• IRA Deposit Slip 

• Educational IRA Deposit Slip

Rydex

• New Account Application   

• Retirement Kit     

ADV part II  

* These documents require the Adobe Acrobat Reader.  If you don't have this software, we'll fax you the  forms, or you can click here to get the software for free: