Frequently Asked Questions: Web Site
How reliable are your online services?
Vision's geographically diverse locations, technology infrastructure and employment of highly trained and expertly focused staff strengthen its ability to provide the highest level of dependability and security when it comes to your data and Vision's systems. In order to safeguard your assets and protect your account information, Vision has developed what it believes to be a unique Business Continuity Plan which has been structured to ensure the reliable, accurate and secure delivery of services expected by its valued clients during times of both planned and unplanned disaster or adverse event. For more information, please read Vision's Asset Protection brochure.
How secure is your Web site?
Vision uses the Internet security standard Secure Socket Layer (SSL) encryption. The use of this standard encryption ensures that information your computer submits and the responses returned to you are protected by the highest possible security protocols. You can check for a secure connection by looking at the key or lock icons displayed on the browser's lower status bar. If the key is unbroken or the padlock is locked, a secure connection has been made.
Can my accountant or another person I designate have access to my information on your Web site and can I have duplicate copies of my trade confirmations and/or statements sent to someone else?
Yes, Vision allows you to authorize other individuals to either access your account information via our Web site or just gain access to your trade confirmations and month end statements. If you would like someone to receive duplicate statements or confirmations you may indicate that on the new account form or provide us with a written request. The ability to trade online via our Web site will never be given out unless you specifically designate an additional authorized trader on your account which requires you to complete, sign and submit a form for such purpose.
I forgot my password to Vision's password protected Web site. How can I login to my account?
Please contact our Client Services team at 1.877.836.3949 and they can reset your password after verifying your identity. Upon logging in with the temporary password you will be prompted to create a new password of your choosing.
Vision Products
Whether you're new to investing online or an experienced active trader, Vision offers easy-to-use stock trading tools at affordable prices.
For both conservative and aggressive investors, options can assist you to reach your investment goals.
Cash Management