Welcome to the Vision Online Account Application Process. If you have already begun an application with us, you may log in below using the user ID and password assigned to you when you began the application.

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  Forgot your user id or password? Please contact us toll-free at 800-248-2646.
 
Vision LP Privacy Policy

This notice is to the clients of Vision LP

Maintaining the privacy of your personal information is of utmost importance to us. In order to provide services to you, we must maintain certain information about you that we collect from account applications or other forms that you complete,transactions that you conduct and communications with us and our affiliates. It is our policy not to disclose your personal information to third parties except as permitted by law or requested by you. We also restrict access to nonpublic personal information to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that meet or exceed federal standards to safeguard your nonpublic personal information. You are welcome to contact us at Customer Service 800-440-6898 if you have any questions regarding our Privacy Policy. We reserve the right to revise our Privacy Policy and will provide you notice of any revisions.

 

Anti Money Laundering Policy

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNTVision LP (“Vision”) recognizes that the USA Patriot Act of 2001 imposes important new obligations on all financial firms for the detection, deterrence and reporting of money laundering activities. It has established the following policies to ensure compliance with all laws and regulations regarding money laundering.

Prior to the opening of any new account, Vision will document the identity, nature of business, income, source of assets, and investment objectives of each prospective customer. We may also ask to see your driver’s license, passport or other identifying documents.

On an on-going basis, Vision will review account activity for evidence of suspicious transactions that may be indicative of money laundering activities. Every officer, employee, and associated person (“AP”) of Vision is responsible for assisting in the firm’s efforts to undercover and report any activity that might constitute, indicate or raise suspicions of money laundering. To this end, Vision provides continuing education and training of all such persons.

Vision will comply with all trade and economic sanctions imposed by OFAC against targeted foreign countries and shall cooperate fully with government agencies, self-regulatory organizations and law enforcement officials. As provided by the Act, Vision may supply information about former, current or perspective customers to such bodies.



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If you need assistance understanding these forms, contact your broker or email
customer service at customerservice@tradewithvision.com.