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Steps to Opening a Gainvest Account

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1. Contact us for a free consultation

We are happy that you have chosen us. While we appreciate your excitement, it is best for us to discuss your goals and ensure that we can develop a management strategy to achieve them. The consultation provides the strategy session and it is essential to our success.

2. Complete and sign agreement documents

Depending on the management strategy and services required, you will need to complete and sign relevant agreement documents. These documents will allows to open a fund account and implement our management strategy on your behalf.

3. Transfer asset(s)

Depending on the management strategy and services required, you will need to transfer the agreed upon asset(s). Typically, the asset(s) can be transferred by any of the means below; however, under certain circumstances, additional methods of transfer are applicable. Assets are briefly held within our company's Gainvest Legal account with Silicon Valley Bank. The Gainvest Legal account is separate from our business account, which receives the management fees. 

4. Assets Held in Client Account

You have online and mobile access to review your account 24/7. You will be able to review any returns, allocations, management fees, or accrued interest. 

5. Profits and Distributions

Profits are placed into the client fund account. Depending upon the management strategy, distributions can be made via the client fund account to your external account.

Convenient Account Options for Gainvest Legal Services

Logon to Gainvest

Mail Check or Money Order

Logon to Gainvest

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Wire Transfer

Mail Check or Money Order

Logon to Gainvest

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Account information provided with signed agreement.

Mail Check or Money Order

Mail Check or Money Order

Mail Check or Money Order

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Gainvest Legal Corporation

429 Fourth Avenue 

Suite 300

Pittsburgh, PA 15219