Open an Account

STEP 1. Fill out Paperwork
Download Account Forms (PDF Documents) below


Select the appropriate forms from the links provided below. Open and print account documents using Adobe Acrobat Reader.

Important Note:
Use print function in Acrobat Reader, not your browser.

Attention Non-U.S. Residents:
The services provided by Man Financial Inc may not be available in all jurisdictions.
It is possible that the country in which you are a resident prohibits us from opening
and maintaining an account for you. If in doubt, please contact a Man Financial Inc
account representative.

Have a package mailed to you email us your name, address, and desired forms at Don@okobojifinancial.com or call us at 1-(800)-637-2654

STEP 2. Fund your Account
Contact us to fund account at: (800) 637-2654

Make a check out to: Man Financial Inc.
Personal checks or bank wire from your account
(no money orders, cashier checks or third party checks accepted)

NOTE: Personal checks may delay in trading up to 5-10 days to wait for clearing
of check.

If you want to wire funds after your account has been established,
wiring Instructions:

Harris Trust and Savings
111 West Monroe
Chicago, IL 60603

ABA Routing# 071-000-288
Swift Code (If Applicable): HATRUS 44

Credit to: Man Financial Inc

Segregated Funds Account# 325-013-1

Further Credit to: Customer Name and Account Number

STEP 3. Send in the Paperwork

This paperwork must be filled out by hand (for legal purposes),
signed as indicated and mailed to:

Okoboji Financial Services, Inc.
1019 Highway 71
S-Okoboji, IA 51355
Or fax to: 712-332-9765

 

Privacy Notice / Business Continuity Plann