Freedom Capital

For Investment Information Call: 1-877-672-1776
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How to Invest Step-by-Step

Thank you for your interest in Freedom Capital. This page will guide you through the process of opening an account and investing in Freedom Capital Corporation. For general questions about Freedom Capital Corporation please contact us at info@freedomcapitalfunds.com or toll free at 1-877-672-1776.

  1. 1
    Download and Review Prospectus

    Download the complete prospectus and review carefully before beginning the process of opening an account.

    Download
  2. 2
    Download, Complete, and Sign

    After reviewing the prospectus download, complete and sign the following documents.

    • Democracy Funding Account Application (If you are using another selected broker dealer to invest in Freedom Capital, this form is not required) Download
    • Subscription Agreement (Required by all investors) Download
  3. 3a
    Open After Tax Custodial Account

    If you are opening a custodial (taxable) account download, complete and sign this form.

    Or
  4. 3b
    Traditional / Roth / SEP IRA

    If you are opening a Roth, Traditional, or SEP IRA, please download, complete and sign both the IRA Application and IRA Transfer Form.

  5. 4
    Upload or Mail Completed Documents

    Scan and upload the completed and signed documents by simply clicking on the UPLOAD button below and drag and drop the documents in the designated area.

    OR

    You may mail the completed and signed documents to the address below for processing.

    • Upload Upload
    • Mail Democracy Funding
      Attn: New Accounts
      1560 Wilson Blvd., Suite 450
      Arlington, VA 22209
  6. 5
    Funds Delivery

    Follow the instructions titled “Fund/Delivery Instructions” detailed on in the Equity Institutional Custodial Agreement or the IRA Transfer Form.  The wiring instructions and check mailing addresses are listed below for your convenience. For assistance call Freedom Capital Corporation toll-free at 1-877-672-1776.

    • Wire Instructions
      • Wire Funds to:

        Citibank
        451 Montgomery Street
        San Francisco, CA 94104
        ABA: 321171184

      • For Credit to:

        Equity Trust Company
        Account #: 205575210

      • For Further Credit:

        Account Holder's Name
        IRA Account Number

      Please Note:
      • Equity Institutional must be informed prior to wire being sent.

      • An incoming wire fee (as shown on Equity Institutional's IRA Fee Schedule) will automatically be deducted from the account.

      • Please download and attach the linked deposit coupon with the funds.

    • Check Instructions
      • Make Checks Payable To:

        Equity Trust Company, Custodian FBO
        "Account Holder's Name, Account Number"

      • Send Check Along With Deposit Coupon To: Mailing Address:

        Equity Trust Company
        Attn: Institutional Accounts
        P.O. Box 451159
        Westlake, OH 44145

        Overnight:

        Equity Trust Company
        Attn: Institutional Accounts
        1 Equity Way
        Westlake, OH 44145

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