If I want to become a client at Vision Capital, what do I need to think about when it comes to account setup?

• Can I just send you the signature page of the form back? Why do I have to return the whole form?

  We understand it can be inconvenient to print and mail or scan and email an entire form back to us, but please be sure to return all pages of the form you’re signing. Custodians require all of the pages to ensure that clients knew what they were signing, so uniformity of the pages is key. If the ...

• What is a MoneyLink or Standing Payment Instructions Form? Why do I need to link my bank account to my investment account?

  A MoneyLink Form from Charles Schwab and a Standing Payment Instructions Form from Fidelity allows us to link your bank account to your investment account. This allows us to send you cash from your investment account when you need it, under normal circumstances you’ll receive the funds on the nex...

• What is a Prime Brokerage agreement form?

  The Prime Brokerage Form allows us to trade bonds in your account. With Prime Broker transactions, we can place trades at other brokerage firms for accounts at Schwab or Fidelity, and then settle the trades at Schwab or Fidelity. This gives us more options to trade so we can get the best trade ex...

• Where will my accounts be held?

  As a client of Vision Capital, your assets will be held at an independent third-party custodian, either Fidelity Investments or Charles Schwab.  As a fiduciary, we believe that your investment advisor and custodian should be different so as to avoid conflicts of interest.

• Why do you need a voided check to set up a bank link?

  Custodians (like Schwab or Fidelity) need a voided check in order to confirm that your bank account’s number and registration match what we put on their bank linking form. If you don’t have checks, custodians will also accept a deposit slip (or preprinted direct deposit form) from your bank or a ...