Help for fund managers
Fund Setup
Bank Accounts
JP Morgan Chase Bank Forms
JP Morgan Chase (previously FRB) Alternative Investment Business Information Form Addendum - instructions
JP Morgan Chase (previously First Republic) Certificate of Beneficial Owners - Instructions
JP Morgan Chase (previously First Republic) Non-signer Authorization form - instructions
JP Morgan Chase (previously First Republic) Business Information Form - instructions
Setting up your fund bank accounts
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Blue sky filings for your fund
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Avestor Dictionary - learning our language
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Retirement accounts overview
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Instructions to fill out ADV for Exempt Reporting Adviser (ERA) Registration
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Can I invest in my own fund as a Manager?
International Investors - can I add them to my fund?
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Adding/Managing Fund Manager / GP Capital
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Fund setup checklist
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Transition Instructions to new investor portal
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Other Questions Answered
How to Create and Register Your Investing Account
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ACH Bank Account Setup & Funds Transfer
IRS 1099-K Forms - the in's and out's of them
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Login issues? Follow these steps
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Investor tax benefits of the customizable fund
All Categories > Help for fund managers > Fund Setup > Bank Accounts > JP Morgan Chase Bank Forms > JP Morgan Chase (previously First Republic) Non-signer Authorization form - instructions
JP Morgan Chase (previously First Republic) will request fund managers to fill out the non-signer authorization form. This form allows Avestor to speak to the bank about your bank account if needed. Avestor cannot perform any transactions on your account.
Please fill out the form as follows: 1a & 1c are checked yes. All items in 2 are checked no.
