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[{"groupName":"Mobile app - Registration and account","faqList":[{"faqnumber":2,"question":"How do I download statements?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Victory Funds Document Center.\u0027 Select ‘Statements’ under the Document category drop down. (You can change the year if needed.) Locate the statement you wish to review. Select the PDF image to download. Statements will only be listed if you are signed up for electronic document delivery. \u003c/p\u003e\n"},{"faqnumber":3,"question":"How can I sign up for paperless statements and forms on my Victory Funds accounts?","answer":"\u003cp\u003eSelect the \u0027Person\u0027 icon located on the top left corner of the app and then select \u0027Profile \u0026amp; Preferences.\u0027 On the following page select \u0027Document Preferences\u0027 and follow the steps.\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I open a Marketplace account? ","answer":"\u003cp\u003eTo open a new Marketplace account:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your Home page and click on the \u0026quot;Open a New Marketplace Account\u0026quot; link on the Marketplace tab\u003c/li\u003e\n\u003cli\u003eEnter your information on the series of New Account Opening screens\u003c/li\u003e\n\u003cli\u003eOnce your account is opened, access it from your Home page\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eExplore the Marketplace terminal where you can transfer funds into your new account, conduct research, trade, manage your account, and transfer your accounts from other brokerage providers.\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I update my mailing address to ensure I receive my statements and documents?","answer":"\u003cp\u003eSelect the \u0027Person\u0027 icon located on the top left corner of the app. Select \u0027Contact Information\u0027 on the next page. On the following page scroll to your address information and select the address you wish to update. The following screen will allow you to make the needed updates.\u003c/p\u003e\n"},{"faqnumber":5,"question":"How do I fund my Marketplace account?","answer":"\u003col\u003e\n\u003cli\u003eLog in to the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick Marketplace Accounts on your Home page\u003c/li\u003e\n\u003cli\u003eClick “Transfer Funds” next to the Marketplace account you want to fund\u003c/li\u003e\n\u003cli\u003eThe Marketplace terminal opens in a separate browser tab.\u003c/li\u003e\n\u003cli\u003eChoose how you want to fund your account from different options\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":6,"question":"How do I access my Marketplace tax documents, statements, trade confirmations, and other documents?","answer":"\u003cp\u003eMarketplace tax documents, statements, trade confirmations, and other documents are stored in the Marketplace terminal, to access follow the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your Home page and click Marketplace Accounts\u003c/li\u003e\n\u003cli\u003eClick “Marketplace Document Center” under your listed account(s)\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":7,"question":"How do I manage my Marketplace account preferences? (Document Preferences, Contact Information, Trusted Contacts, Mailing Address)","answer":"\u003col\u003e\n\u003cli\u003eLog in to the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your Home page and click Marketplace Accounts\u003c/li\u003e\n\u003cli\u003eClick “Manage” next to manage preferences for a specific Marketplace account\u003c/li\u003e\n\u003cli\u003eSelect Document Preferences, Phone/Email, Trusted Contact, or Mailing Address under Manage Preferences\u003c/li\u003e\n\u003c/ol\u003e\n"}]},{"groupName":"Mobile app - Accessing forms","faqList":[{"faqnumber":1,"question":"How can I view the forms I need for my account? ","answer":"\u003cp\u003eOn the website, forms are located at \u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\" target\u003d\"_self\"\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/a\u003e. You can also navigate to the Forms link under Tools and Resources in the main navigation of the site.\u003c/p\u003e\n\u003cp\u003eOn the mobile app, forms are located on the \u0027More\u0027 tab under \u0027Forms.\u0027 You can use the search field to search by the name of the form or scroll through the forms. Once you have located your form select the PDF icon to download the form.\u0026nbsp;\u003cbr\u003e\n\u003c/p\u003e\n"},{"faqnumber":2,"question":"Where can I access a Transfer on Death (TOD) Beneficiary form? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field, enter form ID number 98146.\u003c/p\u003e\n"},{"faqnumber":3,"question":"Where can I access an Automatic Investment Plan form to change my recurring investment in my Victory Funds account?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99459.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Where can I access forms for a 529 Rollover? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 98631.\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I access the form to withdraw cash from my Victory Fund?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field enter form ID number 99531.\u003c/p\u003e\n"},{"faqnumber":6,"question":"Where can I access the instructions to complete a Direct Rollover?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99531.\u003c/p\u003e\n"},{"faqnumber":7,"question":"Where can I access the Required Minimum Distribution form to set up distributions from my Victory Fund IRA?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field enter form ID number 99461.\u003c/p\u003e\n"},{"faqnumber":8,"question":"I need to add or change banking information on file for my Victory Funds account. What form do I need and where can I access?","answer":"\u003cp\u003eYou will need the EFT Authorization form. Select ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99466.\u003c/p\u003e\n"},{"faqnumber":9,"question":"Where can I access the IRA Beneficiary form? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99471.\u003c/p\u003e\n"}]},{"groupName":"Mobile app - Tax Information","faqList":[{"faqnumber":0,"question":"Where can I find my most recent statements? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and click on Document Center. Select ‘Statements’ under the Document Category drop down. (you can change the year if needed) Locate the statement you wish to review. Click on the PDF image to download.\u0026nbsp; Statements will only be listed if you are signed up for electronic document delivery.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where is my 529 1099Q tax form?","answer":"\u003cp\u003eYour 1099Q is available by selecting the 529 account from the dashboard under the Education tab (this will redirect you to the Ascensus site). From this site select ‘View profile and documents’ from the left menu screen. Next select ‘Statements, Confirms \u0026amp; Tax Forms.’ From there, select the applicable tax year, the 529 beneficiary and select ‘Tax Forms.\u0027\u003c/p\u003e\n"}]}]