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. Change rate from $55 to agreed rate and initial.
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, 1 Whitehall Street, NY, NY, 10005
Booklet page 47 (marked as page 6). Change rate from $55 to agreed rate and initial. Sign and date at bottom.
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 booklet page 23 (marked as Futures/Forex Investment Direction). Section A self explanatory. Section B FCM is Vision Financial Markets, 1 Whitehall Street, NY, NY, 10005 Brokerage Firm is Advantages in Options and Introducing Broker Name is TJ Jolicoeur 805-239-0705. Select Overnight Delivery. Account Managed by a CTA is Yes.

Fill out booklet page 24 (marked as page 2 of 2 in upper right corner). Self explanatory.
Fill out booklet page 25 (marked as Special Futures/Forex Investment Authorization). Section A, select all choices.
Fill out booklet page 26 (marked as page 2 of 2 in upper right corner). Self explanatory.

If IRA to IRA transfer, type info on booklet page 21 and page 22 (marked as IRA to IRA Transfer Authorization). Self explanatory.

Millennium Trust Company, LLC
F/B/O: (Insert YOUR or Joint names), IRA
820 Jorie Blvd. Suite 420
Oak Brook, IL 60523

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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.