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

Charles Schwab & Co.

New account forms


  • Form: Account Application Use this application to establish individual, joint, custodial and other personal brokerage accounts. All account owners must sign the application.
  • Form: Account TransferUse this form to transfer an existing account from another financial institution to Charles Schwab.
  • Form: Electronic (ACH) Funds TransferUse this form to: (1) To establish a new connection with another financial institution for future On-Request fund transfers into or out of your Schwab account (2) To establish recurring instructions to transfer funds into or out of your Schwab account from a new instruction or an existing On-Request instruction (3) To request a one-time transfer into or out of your Schwab account from a new instruction or an existing On-Request instruction (4) To modify an existing recurring instruction (5) To establish or modify a recurring income payment plan to distribute dividend, interest and/or money market income from your Schwab account.
  • Form: Options Trading and Margin ApplicationUse this form to add or remove options, margin, and short account trading to/from your account.

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

Education Accounts