Open An Account
It is easy to open and fund an account with Vision Financial Markets. Below you can find the necessary account applications (either individual & joint, entity, or IRA) and supplemental documents which may be required. A New Account Documentation Requirements is available to show you a breakdown of what forms are required based on what type of account you would like to open. Should you have any additional questions regarding our documentation or need any assistance when completing any of the writeable PDF forms found below, please do not hesitate to contact Vision's Client Services team at 1.877.836.3949 or via e-mail.
If you wish to open a retirement account utilizing the custodian provided by Vision, please read the Sterling Trust Custodial Agreement and Disclosure Statement. Should you wish to open an account with a custodian other than that currently provided by Vision, please use the Individual & Joint Account Application rather than the Individual Retirement Account Application and check the "Individual Retirement Account" box under the "Retirement – Non-Vision Custodian" section on page 2.
Additional Account Documents
Fund Your Account
Vision considers wires as cleared funds and allows you to trade immediately upon receipt of the funds. Once you are provided an account number, you may wire funds. Click here for wire transfer instructions.
Please make checks payable to "VISION FINANCIAL MARKETS LLC".
Generally, a transfer from another brokerage firm will be considered as cleared funds. All other instruments, including bank, cashier and personal checks, may require up to three (3) days for bank clearance. Vision will not accept third party checks except those payable directly to you from other broker/dealers or from the Internal Revenue Service. When submitting a check, please use either the Check Deposit Form or the IRA Deposit Form.
Transfer an Existing Account
Please complete and sign the Securities Account Transfer Form. If you are consolidating multiple, existing accounts into your new account at Vision, please complete a seperate transfer form for each of the existing accounts.
Submitting Your Application
When your application and any additional documentation is completed, please mail the completed documents to:
Vision Financial Markets
Attn: New Accounts
Four High Ridge Park
Stamford, CT 06905