Bank Wires
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. Wire transfer instructions are listed below.
Electronic Funds Transfer (ACH)
Make a one-time ACH payment (also known as an "eCheck") once you are provided with an account number. Recurring transfers as part of an automatic investment program will require the completion of a separate ACH form, but a one-time initial funding of your new account can be made by following ACH instructions below. Please note, you will need to provide Vision a voided check from your checking account if you wish to fund your account via ACH.
You may wire or ACH U.S. Dollar Funds to:
U.S. BANK
ABA: 081-000-210
For: Vision Financial Markets LLC Operating Account
A/C Number: 1-523-0777-1294
Further Credit to the Account (your name and Vision account number here)
Checks
Please make checks payable to "Vision Financial Markets LLC" (Please reference your Vision account number on your check).
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.
Mail to:
Vision Financial Markets
Four High Ridge Park
Stamford, CT 06905
Attention: New Accounts
Transfer an Existing Account
Please complete and sign the Securities Account Transfer Form that is located in the Account Application. If you are considering transferring multiple, existing accounts into your new account at Vision, please complete a separate transfer form for each of the existing accounts and mail to the address listed above. You will also need to submit the most recent copy of your account statement from the previous firm.
For additional assistance with securities accounts, please contact Vision's Client Services team at +1.877.836.3949 or clientservices@visionfinancialmarkets.com.
Vision does not accept money orders, travelers checks, starter checks, third party checks (except as indicated above) or cash.
