PORTFOLIO SOLUTIONS FORMS
Need an Account Form?
We make it easy to access the forms you need to open an account in ICON's Tactical Allocation Portfolios (ITAPs) and Strategy Based Investment Portfolios (SBIPs). You will need Adobe Acrobat Reader to view the forms. Don’t have Adobe Acrobat Reader? Download it now
for free so you can access PDFs of the documents. If you are requesting printed materials, they will be shipped to you within two business days.
Please note we have included the most common account establishment documents and ICON’s proprietary forms below.
To ensure you are accessing the most current custodial forms provided by Trust Company of America (TCA), we have provided a link to the forms available on their website. ICON’s paperwork requirements can differ from those of the custodian. Depending on the account type and optional services desired, additional documents may be necessary.
Please read and follow the ICON Distribution Instructions
carefully or there could be delays in processing. Call us at 1-800-828-4881
if you need assistance.
IMPORTANT: Review Management Agreements
The Management Agreements identified below control the terms and conditions of your ICON Tactical Allocation Portfolio or ICON Strategy Based Investment Portfolio account(s). These Management Agreements replace and supersede all prior Management Agreements you may have with ICON. Please take the time to review the applicable Management Agreement and contact your adviser directly or ICON at 1-800-828-4881 with questions.
Some of the forms accessed through this webpage are documents from Trust Company of America. ICON makes no representation as to the accuracy or completeness of the information contained in or requested by these forms.
Please contact ICON at 1-800-828-4881 if you need assistance to determine or find the documents you need.