Quantive
Getting Started

Onboarding

The four steps from first conversation to live execution. Deliberate, transparent, and usually finished in well under a week of calendar time.

Beginning with Quantive Trading is a four-step process: we have a conversation to make sure the arrangement is a good fit; you set up, fund, and link an IBKR account to our management account; you sign our participation agreement for early participants; and finally we begin trading capital.

This process takes five to ten business days, depending on how many questions you have and how quickly the IBKR account-opening and linkage process moves. The pacing is set by Interactive Brokers' account approval and funding timeline, not by us. Each step below tells you exactly what we do, what you do, and how long it usually takes.

WHAT YOU'LL NEED
  • A US bank account to fund from, in your own name
  • About 20-30 minutes for the IBKR application
  • A minimum of $40,000 to begin. Over $110,000 is ideal; it unlocks Portfolio Margin so the event-driven strategy can execute every signal within the account.

  1. Start a conversation

    Submit the inquiry form at the bottom of the home page, or email us directly. We respond within one business day.

    The first conversation is a 30 to 60 minute video call, depending on how many questions you have. We walk through the strategy, performance, the structure of a separately-managed account, and the terms of early participation. Ask anything that matters to you; we want to make sure all your questions are answered. There's no soft sell, commitment, or pressure at all. We won't move forward unless it's a good fit for both parties, and both sides should understand each other's goals by the end of the call.

    You'll leave the conversation with instructions on how to set up and fund your IBKR account, along with a participation agreement that outlines terms protecting the non-professional manager as well as other named and unnamed participants. There's no obligation after the first call. We ask that you thoroughly read through all documentation and resolve any outstanding questions before moving forward, so there are no surprises later.

  2. Set up, fund, and link a new IBKR account

    If you decide to move forward, the next step is opening a fresh Interactive Brokers account under your own name. We use IBKR because their advisor-managed framework gives us read-and-trade access without ever giving us the ability to move money in or out of the account. IBKR is also known for best-in-retail-class execution and cost profiles.

    Even if you already have an IBKR account, we strongly recommend a new, separate one; you can hold up to five personal accounts on IBKR's platform. We do not support sleeve trading or sub-portfolios within an account. An account that already holds positions is unworkable: our trading may trigger unintended tax consequences for you, and it makes compiling a clean composite track record for a future commingled fund far harder.

    You can begin on your own, or we can email you a step-by-step guide. The initial application takes 20-30 minutes. Below are the settings to choose as you go:

    Client type
    Individual only. We don't support joint, trust, IRA, or business accounts at this time.
    Account type
    Margin. The strategy holds concurrent positions and can turn a position same-day. Portfolio Margin (up to 6:1) is ideal but requires $110,000; Regulation-T margin (2:1) works, though you may miss some signals.
    Base currency
    USD. We only trade US equities priced in dollars; there are no FX conversions on your behalf.
    Trading permissions
    US stocks only is sufficient. No options, futures, mutual funds, FX, or short-selling permissions needed. The strategy is long-only. If we ever broaden the asset mix, you'll get advance notice well before any change touches your account.
    Market data
    None required at signup. The strategy runs from our own market-data infrastructure. Real-time quotes for your own monitoring are entirely your call.
    IBKR plan
    IBKR Pro is required; Lite is not supported. Pro has no monthly fee or maintenance charge, and the $40,000 minimum to participate already meets IBKR Pro's capital requirement.

    Account approval typically takes two to four business days. Once approved, you fund it from your bank by ACH or wire; the funds remain in your name and custody throughout. The minimum to start is $40,000. US regulations require at least $25,000 in net liquidation value to support an active strategy like ours, and $40,000 gives a working cushion above that line. We recommend $110,000 if you want the strategy to take every signal it generates; the strategy section explains why the funding tier matters.

    When the account is funded, you authorize a non-professional advisor through IBKR's standard advisor-link workflow, which is a single signature inside the IBKR portal. From that moment we can place trades. We can't withdraw, redeem, or transfer.

  3. Execute the participation agreement

    The participation agreement is a short, plain-English document that codifies the commercial terms of your participation: the fee structure, the reporting cadence, the conditions under which you can unlink the account, and the notice period for either side to end the relationship.

    For early participants, the fee schedule is zero: no management fees, no performance fees, and no pass-through expenses. The agreement makes this explicit and binds us for the duration of the early-participation phase. You are welcome and encouraged to review the agreement with an attorney.

  4. Trading operations commence

    Once the steps above are complete, we update configuration on our side so that trading begins executing against your account. On request, we can provision access into our operational dashboards and communication updates; you always have IBKR's own reports and intraday activity feed.

    You should refrain from placing your own trades in this account, per the membership agreement, so that all performance is fully attributable to the strategy with no outside intervention. You can revoke advisor access from inside IBKR at any time, for any reason, with no friction from our side.

That's the whole path. When you're ready, start the conversation; there's no obligation, and we respond within one business day.

Start a conversation → How your account is structured