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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

Funding My Account

1. What options do I have to fund my account?

You may fund your Vicus 24/7 account via an established bank account or by transferring assets from a money market sweep within an existing investment 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 prior to opening a Vicus 24/7 account. During the account opening process you will be asked to provide the name or ticker symbol of the money market sweep in which your assets are being held prior to transfer. Please contact your financial advisor or the custodian of your existing account for assistance with liquidation.

2. What is the minimum amount required to fund my account?

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

3. How long does it take to fund my account?

On a best-efforts basis, TD Ameritrade has a cutoff for same day account opening processing of 3PM ET. Depending on how your Vicus 24/7 account is funded, funding time can vary. If you are funding your account from an established bank account, the timing will depend on the transfer from your financial institution. If you are funding your account from an existing investment account, timing will be predicated on the liquidation of your invested securities into a money market sweep. Typically, the account opening and funding process can be completed in approximately 3-4 business days.

4. Can I make deposits to and withdrawals from my account?

Yes, you can make deposits to and withdrawals from your Vicus 24/7 account. After your account has been opened and funded, you may make on-demand deposits or withdrawals and also establish recurring transfers. To make a deposit or withdrawal, click on the "Account" tab and then click on the "Transfer Money" section. Enter the required information related to the amount of the transfer and banking instructions. Here, you also have the opportunity to establish recurring transfers.

5. Can I trade my account once it has been funded?

Accounts you open with Vicus 24/7 are professionally managed by a team of portfolio managers and investment analysts at Vicus Capital, an innovative investment management firm headquartered in State College, PA. Professional oversight and management of your account are included in the annual advisory fee. Allowing investors to trade their accounts would be counterproductive to the team’s goal of meeting the portfolio objectives and those of the investor indicated during the account opening process.

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.

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.