Self-Directed Trading: Mutual Funds
Vision has a mutual fund platform consisting of over 80 different fund families comprising thousands of individual funds. We offer both load and no-load funds from many of the most recognizable names in the industry and the available choices cover the full range of strategies and asset classes to help you find the right fund to meet your investment needs. To view our list of available fund families, please click here.
Low Commissions
Convenient Online Trading
Vision's password protected Web site is available for access 24 hours a day to review your account information including your trading history. You can easily place trading instructions through our easy to use platform. Please note that orders will only be executed during normal trading hours and mutual funds are subject to daily cut-off times.
Fund Screener
Our mutual fund screener, powered by Standard & Poor's, can help you select from among thousands of potential investment choices according to criteria which you select. Choose funds by using Quick Search, Advanced Search or Predefined Searches.
Dividend Reinvestment
Reinvest your mutual fund distributions automatically into additional shares of the same fund at no extra cost. Any fund distribution credited to your Vision account can be used towards the purchase of additional shares of the fund. Compounding your fund holdings through dividend reinvestment can potentially increase your returns in the long run. However, dividend reinvestment programs do not assure a profit or protect against a loss in declining markets.
Automatic Account Builder
In addition, you can easily set-up a dollar cost averaging program to invest a fixed amount of money per month into a mutual fund (or multiple mutual funds) of your choosing. Our Automatic Account Builder program allows you to choose a monthly or quarterly date for automatic deposits into your Vision account which can be invested into mutual funds, should you so choose. With a minimum monthly or quarterly contribution of $100 and a maximum amount of $100,000 this program can help most any investor build their account value over time!
Dollar cost averaging does not assure a profit or guarantee against loss in a declining market. Investors should also consider their ability to continue to invest in down markets.
Open an Account and Start Investing
You can open an account quickly and easily with a low minimum investment. Account minimums start at $2,000 for cash accounts and $5,000 for margin accounts. You may fund your account with cash and/or with securities. Deposit a check, initiate a wire transfer or ACH (electronic) transaction or move assets from another brokerage firm to your account at Vision. Click here to learn more about how easy it is to open an account with Vision.
Please note that the prospectus for each mutual fund contains complete information including all charges and expenses. You should read the prospectus carefully before making any investment.