Home Vicus 24/7

The Digital Investment Experience

User Login

Frequently Asked Questions

If your question is not addressed within one of the categories below or if you need further assistance, please contact us at support@vicuscapital.com or give us a call at 855.558.4287.

Common Questions

Choosing a Portfolio

Funding My Account

Fees

Common Questions

1. How do I open an account?

Opening an account with Vicus 24/7 is designed to be an intuitive, user-friendly process with clear directions to help you each step of the way. There are three phases of the account opening process, each described below.

Step #1: Registration

Go to www.vicus247.com and click on “Let’s Get Started” on the homepage. This will navigate you to a registration page. Enter the required information to register, including your email address. A confirmation email is sent to you to verify your registration. Simply follow the instructions provided in the email to complete the registration process.

Step #2: The Questionnaire

*Please note: Prior to proceeding through the remaining steps, please consider how you intend to fund your Vicus 24/7 account. At this time, Vicus 24/7 is not able to transfer assets “in kind” that are currently invested in securities. If you intend to fund your account with assets from an existing investment account, you must liquidate assets invested in securities into a money market sweep or other sweep. Please contact your financial advisor or the custodian of your existing account for assistance with liquidation. If you are funding your Vicus 24/7 account from a bank account or if you have already liquidated your existing account, please proceed with the account opening process.

Upon completing your registration, you are now ready to begin the process of determining the portfolio that best suits your goals and objectives. Simply click on the “Build Portfolio” button. We will ask a series of questions designed to determine your risk score. You will notice that as you respond to the questions, your portfolio is built and adjusted in real time. After answering all the questions, you are presented with your final risk score and corresponding portfolio recommendation. If you wish to change any of your answers, you can go back to provide alternative answers before proceeding with the account setup process.

Step #3: Opening an Account

Once you are comfortable with your risk score and corresponding portfolio recommendation, click on “Open Account.” At this point, we will gather the information necessary to create an account and you will tell us how you would like to fund your account, either through a bank account or transferring an existing investment account you have already liquidated into a money market sweep or other sweep.

2. I forgot my password.

On the login screen, simply click on “Forgot Password” and you will be prompted to enter the email address associated with your account. An email will be sent to you. Follow the instructions provided in the email to reset your password.

3. I forgot the answers to my security questions.

If you are unable to answer your security questions, please contact Vicus Capital at support@vicuscapital.com or 855-558-4287.

4. How do I reset my password or security questions?

After you have logged into your account, you can manage your profile by clicking on your name in the top right corner of the screen. Within your profile, you have the ability to reset your password as well as the option to select your security questions and corresponding answers.

5. Is there a minimum amount required to open an account?

The minimum dollar amount to open an account with Vicus 24/7 is $2,500.

6. What type of accounts can I open?

Vicus 24/7 currently supports taxable investment accounts including Individual and Joint accounts. We also support qualified investment accounts including Traditional IRAs and Roth IRAs.

7. Can I open an account if I live outside of the U.S.?

We currently require all Vicus 24/7 clients to have a U.S. social security number and have a U.S. mailing address of record.

8. How old do I have to be to open an account?

Any individual 18 or older, who is a legal U.S. resident or a U.S. citizen with a social security number and U.S. mailing address of record may open an account with Vicus 24/7.

9. Can I open multiple accounts?

You are welcome to open as many accounts as you require as long as each meets the minimum investment amount of $2,500.

10. Where are my assets held?

Charles Schwab & Co. acts as the custodian for assets invested through Vicus 24/7

Regular Mail:

Charles Schwab & Co., INC

P.O. Box 628290

Orlando, Florida 32862

Overnight Mail:

Charles Schwab & Co., INC

1958 Summit Park Drive, STE 500

Orlando, Florida 32810

Vicus 24/7 is doing business through Vicus Capital, Inc., an SEC registered investment advisor located in State College, Pennsylvania. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, or prove successful. All securities involve risk and may result in loss. Before investing, clients should consider Vicus 24/7s charges and expenses.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Vicus 24/7’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Vicus Capital, or from any other investment professional. All return figures shown are for illustrative purposes only and are not actual returns. Vicus Capital provides its guidance based on the information provided and cannot ensure the accuracy of the data provided by clients or third parties. Each client and prospective client agrees, as a condition precedent to his/her/its access to Vicus 24/7’s website, to release and hold harmless Vicus Capital, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.

Unless specified, all return figures are for illustrative purposes only and hypothetical in nature. Actual returns vary greatly and depend on personal and market circumstances. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Vicus Capital, Inc. is neither a law firm nor a certified public accounting firm and no portion of the website or information derived from the website should be construed as legal or accounting advice. Vicus Capital assumes no responsibility for the tax consequences for any client transaction.

Vicus Capital advisory fees and account minimums are subject to change. Vicus Capital will provide 30 days notice in the event of a change in advisory fee. Trading costs, brokerage charges and fund management fees/expenses are determined by third parties. Vicus Capital is not responsible for fluctuation of fees charged by third parties. However, if possible, Vicus Capital will provide updated fee information. Any modifications to account minimum requirements will be made at the discretion of Vicus Capital.