New clients
Open a Crestview account.
Apply online in a few minutes. Once approved you can link external brokerage, exchange and bank accounts and see everything in one consolidated portal.
Account application
All fields marked required must be completed.
1. Submit your application
Tell us who you are, the account type you need and your funding plans.
2. Verification review
Our operations desk reviews the application and requests identity documents if needed.
3. Portal access
On approval you receive portal credentials and can link external accounts.
Already applied? Sign in to your portal, or contact the client desk with your reference.