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Welcome to the future of investment management

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Are you a registered investment advisor (RIA)?

1. Tell us about your model

   Model Profile Form

Official Notice

Our SEC investment advisor registration for your records

Covestor ADV Part II

3. Send the three completed forms to us

Completed forms can be faxed to us on 212 202 3595. Alternatively fill in your details and we'll send you the forms and our email address to return electronically.

Once we have received your forms we will send you a link to open and fund your broker account within Interactive Brokers (do not open a normal IB account) allowing us to capture your trading activity in real-time and talk you through what happens next...

CVIM reserves the right to alter fees requested, amend marketing copy and delay or reject the launch of any model for any reason at its sole discretion.

CVIM is an SEC registered investment advisor. You can start building your following and track record within 24 hours.

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By clicking the link you are leaving Covestor's CV.IM web site. Covestor does not monitor third party web sites, makes no representations as to the accuracy or suitability of any information to be found on such sites and takes no responsibility for such sites. The link is provided for convenience purposes only. Should such a website contain inappropriate content please report it to Client Services.