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Three Lakes Advisors
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Forms

For Customers:

  • ADMIS Account Application
  • Limited Power of Attorney
  • Sub Account Request
  • Clearport/OTC Registration
  • Custodial Account Agreement 
  • ADMIS Wire Intructions
  • Web Access Form
  • Third Party Authorization Form for Duplicate Statements
  • Client WEB Access Form
  • Security Agreement
  • Form W-9
  • Bank Reference Letter
  • Owner Identification Supplement
  • Proprietary Funds Corporation Letter
  • 3rd Party Authorization Form
  • ADMIS Transfer Form
  • POA Revocation Form

For CTAs & CPOs:

  • Fee Payment Authorization
  • Allocation Account Form
  • POA Form
  • Controller Identification

For Electronic Platform Traders:

  • Online Access Agreement
  • Onboard Platform Request
  • Non-Professional Qualification Form

For Retirement Accounts (Must choose a custodian):

  • Millennium Trust Company
  • Advanta Trust
  • Midland IRA

Useful Links

  • Funding Instructions
  • About Us
  • About ADMIS
  • Customer Login
  • Trading Platforms
  • Quotes & Charts
  • Managed Futures
  • CTA Portfolio Builder

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Managed Futures
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Hedging
CTA Portfolio Builder

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About Us
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Privacy Policy
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949-668-1601
Three Lakes Advisors
31677 Virginia Way
Box 9757
Laguna Beach, CA 92651
justin@3lakesadvisors.com
Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures and options can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage that is often obtainable in commodity interest trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains.