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How do I close my account?

Your account must be free of any securities or cash before we can close your account.
If you are a client of COR Clearing, LLC:

You may liquidate, request a certificate, or transfer your securities to another broker. You may request a check, wire or ACH withdrawal for the cash in your account, or transfer the cash to another broker. Any account transfer to another firm must be initiated through the firm to which you are transferring. To officially close your account, please submit an Account Closing Request.

If you are a client of Vision Financial Markets:

Please request to close your account by contacting

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