New Client Journey

We’re glad you’ve decided to become a client of Strategence Capital. We look forward to building a relationship that helps you achieve your financial goals. To get started, we need to collect some essential information from you. Please complete the forms linked below, which provide the necessary information to set up your accounts and build out your client profile.

At the link below, you’ll enter all of your personal identification information. When you click submit it will be come us securely.

New Client Information Form

Clicking on the link below will let you provide the information to link a bank account to your investment account for contributions and distribution. The information will come back to us securely.

ACH Form