Terms of Use Agreement

In order to access the FirmHarbor platform, please carefully review and accept the updated agreements. By proceeding, you acknowledge you have reviewed the information provided and agree to comply with our policies and guidelines.

I have read and accepted the Privacy Policy, Terms of Service, Electronic Disclosure and Consent, Limited Brokerage Services Agreement and Form CRS and I consent to the use of electronic records in connection with this application.

Are you an accredited investor?

To help us understand which of our services is best for you, please provide some information about your status, which we will verify later in the account setup process.

I earn $200K+ yearly, or $300K+ with my spousal equivalent

I have $1M+ in assets, excluding my primary residence

I own an entity (ie. family office) with $5M+ in assets

I hold a Series 7, 65 or 82 license currently in good standing

None of the above

Mobile phone number

Please provide a valid mobile number. Your number will also be used to setup two-factor authorization later.

Why do we ask for this information?

Secure SSL Connection

What is your annual household income?

Please include all sources of income, such as salary, bonuses, rental properties and investments. If you have a spouse or spousal equivalent, please choose your joint income level.

$0 - $200,000

$201,000 - $500,000

$501,000 - $1,000,000

$1,000,000+

Welcome to FirmHarbor

Let's begin setting up your individual account. Next, we'll ask a few quick questions to better understand your profile.

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Additional account options

We also offer the ability to set up a business or team account. Explore additional account options