Here is a step-by-step guide to open a Managed Futures account. Several different forms will need to be filled out and what makes it a little confusing is sometimes there are two different page numbers.

For example, the Vision Futures Account Application booklet's first 3 pages are the cover sheet, the explanation of Anti-Money Laundering/Privacy Policy page and the Table of Contents. Then page 4 of the booklet is Form 1 and the lower right corner shows it as page 1. So when you go to print just that page, you need to know to print page 4, which is actually page 1.

Got it?

Another thing to know is you can type on the lines of the form itself when it opens in Adobe Reader, but you can't save your typing so after you type on the form lines, print out the completed pages and sign or initial as needed.

Print out booklet page 41 (marked as page 37). Self explanatory.
Print out booklet page 42 (marked as page 1). Print out your name in the first space (Client) and Advantages in Options in the second space (Introducing Broker) and the amount of the total deposit.
Print out booklet page 43 (marked as page 2). Section 8 Fees.
Booklet page 44 (marked as page 3). Initial which program you will be doing. If you are doing multiple programs, print out multiples of this page, one for each program.
Booklet page 45 (marked as page 4). Self explanatory.
Booklet page 46 (marked as page 5). FCM is Vision Financial Markets, Four High Ridge Park, Suite 100, Stamford, CT 06905
Booklet page 47 (marked as page 6). Self explanatory.
Booklet page 48 (marked as page 7). Self explanatory.

Fill out booklet page 2 (marked as Self directed IRA Adoption Agreement). Section A is self explanatory. Section B is #3, #4 or #5. Call me if you don't know. Section C 1st and last checkbox.
Fill out booklet page 3 (marked as page 2 of 3 in upper right corner). Section D & F your choice.
Fill out booklet page 4 (marked as page 3 of 3 in upper right corner). Self explanatory.

Fill out Futures/Forex Investment Direction.
Section A self explanatory.
Section B FCM is Vision Financial Markets, Four High Ridge Park, Suite 100, Stamford, CT 06905
Brokerage Firm is Advantages in Options
Introducing Broker Name is TJ Jolicoeur 805-239-0705.
Select Bank Wire.
Account Managed by a CTA is Yes. Ace Investment Strategists

Fill out Special Futures/Forex Investment Authorization.
Section A, select all choices.

FUNDING
If funding is from an IRA use IRA to IRA Transfer Authorization.
If 401K TO IRA transfer use Qualified Direct Plan Rollover.

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Mail all forms to me and include a copy of your most recent 401k/IRA statement and a scan of your drivers license. Once all of that is done, make a copy for yourself, mail the originals back to me and email me that they are coming. If you have any questions, call me at 800-780-7001.