My Portfolio Fix

Portfolio Assessment Instructions

Locate a copy of the latest available statement for each account that you need help with.

Once you have all of your information organized, go to the Portfolio Fix page, and fill out the detailed form. This generally takes 5 to 10 minutes.

Your portfolio assessment will be completed within 1-2 business days. We will contact you to set up a phone appointment during this time.

Please note that new cases are handled one at a time and a waiting list may apply. feel free to view our full regulatory disclosure.

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*We do not share your information with any third parties.

IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY THE CFTC. FOR MORE INFORMATION, PLEASE READ OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.