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https://apply.sogomarketriders.com/ria/apply.aspx
Submission Tags: falconsandbox
Submission: On July 16 via api from US — Scanned from CA
Submission Tags: falconsandbox
Submission: On July 16 via api from US — Scanned from CA
Form analysis 1 forms found in the DOM
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<tbody>
<tr>
<td align="right"><a href="https://www.sogotrade.com/contact.aspx" target="_blank" style="font-size: 13px; color: white;">Contact US</a> | <div class="languageSwitcher" style="display: inline; float: right;">
<a href="https://apply.sogomarketriders.com/ria/apply.aspx?Language=en-us" style="display:none">
</a>
<a href="https://apply.sogomarketriders.com/ria/apply.aspx?Language=zh-cn" style="">
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<a href="https://apply.sogomarketriders.com/ria/apply.aspx?Language=zh-cn" style="">
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<a href="https://apply.sogomarketriders.com/ria/apply.aspx?Language=zh-tw" style="">
</a>
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</td>
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<header class="header-basic">
<div class="header-limiter">
<h1 style="margin: 0px; position: absolute;"><a href="http://power.sogotrade.com/">
<img title="SogoMR Logo" src="../Images/assetmgt_logo.png" alt="SogoTrade Deep Discount Stock Broker" border="0" style="padding-top: 0px; padding-left: 5px; float: left;"></a></h1>
<nav>1-866-990-3837 </nav>
</div>
</header>
</div>
<br>
<br>
</div>
<!--[if lt IE 8]>
<div id="outdated"><div class="container">You are using an <strong>outdated</strong> browser. Please <a href="http://browsehappy.com/">upgrade your browser</a> or <a href="http://www.google.com/chromeframe/?redirect=true">activate Google Chrome Frame</a> to improve your experience.</div></div>
<![endif]-->
<div class="container">
<h1 class="pagetitle" style="line-height: 22px; font-weight: 500;"><img src="../Images/asset_mgt_logoPP.png"><br><br><span style="font-size:18px;">Answer the questions below to get started.</span></h1>
</div>
<div class="container">
<div id="portfolioactions">
<input type="submit" name="ctl00$ContentPlaceHolder2$btnContinueLastSetup" value="" id="ContentPlaceHolder2_btnContinueLastSetup" title="Retrieve your partially completed application." class="continueLastbtn"
style="float: right; width: 178px; padding: 3px;"> <a href="#" onclick="$('#popup_help').jqmShow();return false;" class="btn btn-gray">Help</a>
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<div>
<span id="ContentPlaceHolder2_lblError" class="Error"></span>
</div>
<!--<div class="stepbox">
<div class="step_on">
<img src="/img/step_dark_light.png" width="27" height="44" class="pull-right" />
<span>1. Build</span>
</div>
<div class="step_off">
<img src="/img/step_light_light.png" width="27" height="44" class="pull-right" />
<span>2. Buy</span>
</div>
<div class="step_off">
<span>3. Manage</span>
</div>
</div>
<br/><br/>-->
<h3 class="center"></h3>
<br>
<div class="row">
<div class="col-md-4" id="form_builder_col1">
<p>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="Your age is a primary factor in every investing decision you will make. How old you are now and how long before you need to access your investments are key factors in how you should allocate your assets and the portfolio we will recommend." data-original-title="Your age"></i>How
old are you ?<br>
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<div class="vertspacerhalf">
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</div>
<br>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="Time is an investor's best friend. The longer you can let your money grow without withdrawals, the more you can allocate towards stocks and take better advantage of the effects of compounding." data-original-title="Investment horizon"></i>At
what age will you <br> start needing this money ?<br>
<div class="vertspacerhalf">
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<br>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="You don't need any investing experience to use Power Portfolios. If you have been an active investor in stocks, bonds, options, and foreign stocks, we'll assume that you can handle more risk than someone who has only had their money invested in cash or a few mutual funds." data-original-title="Experience"></i>How
much investment <br> experience do you have?<br>
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<option value="5">Pro</option>
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<i class="icon-help-circle icon-med lightblue middle" id="info_experience" data-toggle="popover" title="" data-original-title="Investment Experience Guide"></i>
<br>
<br>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="To most of us, investment risk is associated with stocks going down in value, but in reality, being able to emotionally handle this volatility is an essential component of how high your returns can be. The more market volatility you can withstand, chances are, the higher your long-term rate of return will be." data-original-title="Risk appetite"></i>How
much risk can you handle?<br>
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<option selected="selected" value="1">Minimal Risk</option>
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<i class="icon-help-circle icon-med lightblue middle" id="info_risk" data-toggle="popover" title="" data-original-title="Investment Experience Guide"></i>
<p></p>
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<div class="col-md-4" id="form_builder_col2">
<p>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="SogoTade Power Portfolios are optimized based on size to reduce costs and improve portfolio returns. You can add more money to your portfolio at any time or on a specified schedule that you determine." data-original-title="Initial investment"></i>How
much would you like to invest?<br>
</p>
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<span class="input-group-addon">$</span>
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<div id="goal_row" class="inlineblock">
<br>
<i class="icon-help-circle icon-med lightgray tip" data-toggle="popover" title="" data-content="It is important to make sure that you set a reasonable investment goal for yourself and routinely measure to make sure you're on track. Once we recommend a portfolio, we will show you the likelihood of reaching your goal and ways you can increase your chances for success." data-original-title="Portfolio goal"></i>How
much would you like your<br>portfolio to be worth when you start<br>needing the money<span id="worth_years"></span>?<br>
<div class="input-group input-medium vertspacerhalf">
<span class="input-group-addon">$</span>
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<br>
</div>
<p></p>
<br>
<br>
<div>
<br>
<br>
<input type="submit" name="ctl00$ContentPlaceHolder2$btnCreateManaged" value="See Your Portfolio" id="ContentPlaceHolder2_btnCreateManaged" class="btn btn-lg btn-success"><br>
<br>
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<div style="font-size:8pt; text-align:center; padding:2px; color:white;">49.8%</div>
</span><span class="pieLabel" id="pieLabel2" style="position: absolute; top: 177.5px; left: 108.5px;">
<div style="font-size:8pt; text-align:center; padding:2px; color:white;">5.4%</div>
</span><span class="pieLabel" id="pieLabel3" style="position: absolute; top: 163.5px; left: 90px;">
<div style="font-size:8pt; text-align:center; padding:2px; color:white;">5%</div>
</span><span class="pieLabel" id="pieLabel4" style="position: absolute; top: 71.5px; left: 59.5px;">
<div style="font-size:8pt; text-align:center; padding:2px; color:white;">33.9%</div>
</span></div>
<br>
<div id="classes">
<table class="table table-condensed" id="portfolio_classes">
<tbody>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#fdb45c;"></div>
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<td>Bonds</td>
<td class="right">49.8%</td>
</tr>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#7fdcee;"></div>
</td>
<td>Emerging Market Stocks</td>
<td class="right">3.6%</td>
</tr>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#d08cb9;"></div>
</td>
<td>Foreign Developed Stocks</td>
<td class="right">5.4%</td>
</tr>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#7d4f6d;"></div>
</td>
<td>Real Estate</td>
<td class="right">5%</td>
</tr>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#4d5360;"></div>
</td>
<td>US Stocks</td>
<td class="right">33.9%</td>
</tr>
<tr>
<td style="padding-right:0px;">
<div class="inlineblock" style="width:12px;height:12px;background:#3bb4b2;"></div>
</td>
<td>World Market Stocks</td>
<td class="right">2.3%</td>
</tr>
</tbody>
</table>
</div>
</div>
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intend to manage and rebalance the assets by doing the work yourself then we
recommend using a broker that minimizes your trading fees. we offer portfolios
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Each account is also covered with additional insurance of up to $37.5 million
(including $900,000 for cash), up to an aggregate limit of $150 million. This
coverage does not insure against declines in the market.
Portfolio management and advisory services are provided by MarketRiders, Inc.
(doing business as SogoTrade Asset Management ("SAM")), a registered investment
advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides
discretionary advisory services for a fee. SAM and SogoTrade, Inc. are separate
entities under common ownership.
Before investing carefully consider the underlying objectives, risks, charges,
and expenses of the investment product. All investments involve risk, including
loss of principal. Past performance does not guarantee future results. There is
no assurance that the investment process will consistently lead to successful
investing. Asset allocation and diversification do not eliminate the risk of
experiencing investment losses. ETFs can entail risks similar to direct stock
ownership, including market, sector, or industry risks. Some ETFs may involve
international risk, currency risk, commodity risk, and interest rate risk.
Trading prices may not reflect the net asset value of the underlying securities.
Risks applicable to any portfolio are those associated with its underlying
securities. For more information, please see the SAM Disclosure Brochure (Form
ADV Part 2A).
Important Note: Options involve risk and are not suitable for all investors. For
more information please read the Characteristics and Risks of Standardized
Options. Please note fees, commissions and interest charges should be considered
when calculating results of options strategies. Transaction costs may be
significant in multi-leg option strategies, including spread, as they involve
multiple commission charges. SogoTrade does not provide tax advice. Please
consult with a tax advisor as to how taxes may affect the outcome of options
transactions/strategies.
No information contained on this website is intended as a recommendation or
solicitation to invest in, or liquidate, a particular security or portfolio.
Market volatility, volume and system availability may effect account access and
online trade execution. This is not an offer or solicitation in any jurisdiction
where we are not authorized to do business or where such offer or solicitation
would be contrary to the local laws and regulations of that jurisdiction.
Unauthorized access and use is prohibited.
Market data displayed under Research is provided and hosted by Barchart Market
Data Solutions. Fundamental company data is provided by ActiveTick LLC. SEC
Filings provided by Edgar Online. Information is provided "as-is" and solely for
informational purposes, not for trading purposes or advice, and is delayed. To
see all exchange delays and terms of use please see disclaimer.
* Click To Read More
* CURRENT PROMOTIONS:
1. New SogoTrade customers will receive 100 Free Trades good for 30
calendar days. The 30 calendar day period begins when the account is
approved and can start placing orders. These free trades are only
applicable to online equity trades of stock priced at $1.00 or higher and
to the base commission of online option trades (per contract fees will
still apply). Free reward trades do not apply to broker-assisted trades or
stock trades of stock priced less than $1.00. Free reward trades carry no
cash value and will expire worthless if unused. The 100 Free trades
promotion is only available to brand new customers of SogoTrade, Inc.
Current customers and former customers opening new accounts are not
eligible for this free trade promotion. The status of your free trades
reward can be monitored via the Free Trades Center.
2. When you complete an account transfer, valued at $10,000 or higher, from
another brokerage account to your SogoTrade account, SogoTrade will
reimburse you, up to a maximum of $100, for the account transfer fees
imposed by the other broker. You must apply for the ACAT reimbursement by
completing and submitting a SogoTrade Account Transfer Reimbursement
Request Form and provide an account statement to SogoTrade as proof of the
imposed transfer fees. The Form and statement can be mailed or faxed to
SogoTrade. Reimbursements will be made to your account via a credit within
30 days of receipt of the Form and Statement. Your SogoTrade account must
remain open and maintain a minimum equity of $500 for a period of at least
six months, or SogoTrade may charge the account for any transfer fee
reimbursement credits. SogoTrade reserves the right to terminate this offer
at any time without prior notice or extend the offer at its sole
discretion. Offer is not valid for internal transfers between any two
SogoTrade accounts. Offer valid for a limited time. Void where prohibited.
3. Refer a friend or family member to SogoTrade and receive 25 free trades
when he or she opens a qualified SogoTrade brokerage account, meets the
$500 account equity minimum and places one online equity trade. Referral
rewards will be valid for 90 days from issue date and can be used for
real-time market and limit orders or scheduled investment trades. There is
no limit to the number of friends you can refer or the quantity of free
trades you can earn.
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