If you are not yet a client of Vision Brokerage Services, please contact our branch office located nearest to you for assistance or utilize our General Contact information. We would be happy to discuss your financial situation with you and assist you to open a new account with us.
Please find below the necessary account documents provided by our clearing firm, Vision Financial Markets. You can download these forms from our Web site for easy access. Please contact us directly with any questions regarding the documents (including which documents you may need to complete and specific questions related to the questions and content within those documents). Completed documents should be sent to our Connecticut office for processing.
*When transfering an existing securities account, please provide a copy of the most recent statement with your application
*Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options (with 1997 through 2012 supplements), November 2012 supplement and April 2015 supplement to Characteristics and Risks of Standardized Options. Besides being accessible via our Web site, copies of the Options Disclosure Document are available from your Vision sales representative, or by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606.