Forms

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

Please note, individual forms will open in a new tab on your browser.

In addition, we encourage you to review our state registration form and ADV Part 2 for more complete information on Tango Capital Management, our fees, and activities.

Disclosure Information

We also welcome your questions. For more information and performance results, contact Tango directly.

* 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. Get Adobe Reader

TD Ameritrade

New account forms

Individual/Joint/Minor/Estate/Guardianship

IRA/Roth/Traditional IRA/Minor IRA/Simple/SEP

Education Accounts