Resource Center – Portfolio Solutions Forms

ICON Portfolio Solutions Forms

Need an Account Form?

Access the forms you need to open an account in ICON’s Tactical Allocation Portfolios (ITAPs) and Strategy Based Investing Portfolios (SBIPs) using the links on this page. You will need Adobe Acrobat Reader to download each document.

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Where to Send Completed Paperwork

All completed Portfolio Solutions forms and required documents should be sent to:

ICON Advisers, Inc.
Attn: Client Services Department
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111

If opening an account to be custodied at Charles Schwab, please contact us at 1-800-828-4881 for additional instructions.

Equity Advisor Solutions

To access custodial forms, agreements, instructions and other supplemental information from Equity Advisor Solutions (EAS) visit the EAS Equity App. For help determining which forms to use, please call our Client Services Department at 1-800-828-4881.

To ensure you are accessing the most current custodial forms provided by EAS, we have provided a link to the forms available on their website. ICON’s paperwork requirements can differ from those of the custodian. Depending on the account type and optional services desired, additional documents may be necessary.

To access ICON’s proprietary forms please contact our Client Services Department at 1-800-828-4881.

Some of the forms accessed through this webpage are documents from EAS. ICON makes no representation as to the accuracy or completeness of the information contained in or requested by these forms.

Important Required Account Establishment Documents and Disclosures

The following agreements and disclosures are required for all new ITAP or SBIP Accounts, in addition to the applicable EAS custodial applications.

The following Management Agreements control the terms and conditions of your ICON Tactical Allocation Portfolio or ICON Strategy Based Investment Portfolio account(s). These Management Agreements replace and supersede all prior Management Agreements you may have with ICON.

Please take the time to review the applicable Management Agreement and contact your adviser directly or ICON at 1-800-828-4881 with questions.

Get additional custodial forms, agreements and instructions from Equity Advisor Solutions.

Distribution/Withdrawal Forms

Please read and follow the Distribution Instructions carefully or processing delays could occur. If you need assistance with your account please call 1-800-828-4881 ext. 3.