Open an Account

For individuals, companies, and traders

Opening an account with Winslow is a guided process, not a form you fill out and then wait on. A relationship manager works with you from your first application through to funding, so the account you end up with actually matches how you bank and trade.

Start Your Application Talk to Us First

The Process

An initial conversation

A chance for a relationship manager to understand your banking and trading needs and recommend which account structure fits.

Submit your documents

Identity, address, and evidence of your source of funds. This is where most of the timeline lives.

Compliance review and funding

Source of funds documentation gets evaluated in detail, then account activation and initial funding are typically same day.

Who Can Apply

Private individuals, including active traders and investors
Companies, LLCs, and IBCs with verifiable business activity
Asset managers, prop firms, and brokers who meet our institutional criteria

What to Expect at Each Stage

The initial conversation is genuinely just that, a chance for a relationship manager to understand your situation and recommend which account structure fits, before you commit any documents. Document submission is where most of the timeline lives, and it moves fastest when everything requested is submitted together rather than piecemeal. Compliance review is where source of funds documentation gets evaluated in detail, this is also where most individual applications either clear quickly or generate a follow up request for something more specific, which is normal and not a sign of a problem. Once cleared, account activation and initial funding are typically same day.

Ready when you are

Start your application online, or ask a relationship manager to call you back instead.

Start Your Application Request a Callback