Show All FAQ
[{"groupName":"Registration and Account Access","faqList":[{"faqnumber":1,"question":"I forgot my password. What do I do now?","answer":"\u003cp\u003eClick the sign in button at the top right of the site navigation, and choose “forgot password” on that page. Follow the instructions given to reset your password.\u003c/p\u003e\n"},{"faqnumber":2,"question":"What happens when I log out of the app?","answer":"\u003cp\u003eLogging out of your account ends your secure session and takes you back to sign in page of the mobile app. If you want to access your account information, you will need to log back in.\u003c/p\u003e\n"},{"faqnumber":3,"question":"How do I utilize landscape orientation when using my mobile device?","answer":"\u003cp\u003eThe ability to view in landscape orientation is currently available in our mobile app when utilizing a tablet device. If you wish to utilize landscape orientation with your mobile device, you may visit \u003ca href\u003d\"http://mysecure.vcm.com\" target\u003d\"_blank\"\u003ehttp://mysecure.vcm.com\u003c/a\u003e to access your accounts in landscape orientation.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Can I use my Member Number to log into vcm.com?","answer":"\u003cp\u003eNo, you need to create a Victory Capital Username to access your accounts. If you have not already registered,\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u0026nbsp;to sign up. If you have previously registered and have a Victory Capital Username\u003cspan style\u003d\"font-family: benton-sans, sans-serif; font-size: 16px; font-style: normal; font-weight: 500; letter-spacing: 0px;\"\u003e,\u0026nbsp;\u003c/span\u003e\u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u003cspan style\u003d\"font-family: benton-sans, sans-serif; font-size: 16px; font-style: normal; font-weight: 500; letter-spacing: 0px;\"\u003e\u0026nbsp;to sign in.\u003c/span\u003e\u003c/p\u003e\n"},{"faqnumber":5,"question":"Can I use my Online Username to log in to vcm.com?","answer":"\u003cp\u003eNo, you need to create a Victory Capital Username to access your accounts.\u0026nbsp;If you have not already registered, \u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\" style\u003d\"font-weight: bold;\"\u003eclick here\u003c/a\u003e\u0026nbsp;to sign up. If you have previously registered and have a Victory Capital Username, \u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e to sign in.\u003c/p\u003e\n"},{"faqnumber":6,"question":"I am already registered and am trying to sign in to my account. I am receiving an error message that states, “please enter valid credentials”. What do I do?","answer":"\u003cp\u003ePlease make sure you are using your Victory Capital Username to log in.\u0026nbsp;If you have not already registered,\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u0026nbsp;to sign up.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":10,"question":"I completed my registration and would like to log in, but I do not remember my Victory Capital Username. How can I locate my Victory Capital Username?","answer":"\u003cp\u003eFrom the \u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003elogin page\u003c/b\u003e\u003c/a\u003e, click on “Forgot Username?”. In the box that says “Member Number,” enter your Member Number. Note: Your Member Number is different than your Online Username. Follow the instructions provided to retrieve your Victory Capital Username.\u003cbr\u003e\n\u003c/p\u003e\n"},{"faqnumber":11,"question":"How can I create a strong password?","answer":"\u003cp\u003eThe password used on this site should not be one that you use for any other logins. You should create a password with at least one letter and one number. Using letter combinations that are not recognizable words and avoiding things like birthdays and addresses also help create a strong password.\u003c/p\u003e\n"},{"faqnumber":12,"question":"Should I share my password with others?","answer":"\u003cp\u003eNo, you should never share your password. Keep it in a secure place. If a family member needs to access accounts on vcm.com, they should create their own login.\u003c/p\u003e\n\u003cp\u003eIf your email service provider or spam filtering program offers a \u0026quot;whitelist,\u0026quot; \u0026quot;safe list\u0026quot; or \u0026quot;friends\u0026quot; list, you may be able to add the domain (vcm.com) to the list.\u003c/p\u003e\n\u003cp\u003eSome email servers place a clickable \u0026quot;not spam\u0026quot; link in the header of any email that is sent to the spam or bulk email folder. Clicking the link provides information and options for assuring that future emails from us are delivered to your inbox.\u003c/p\u003e\n"},{"faqnumber":13,"question":"How do I update my mailing address to ensure I receive my statements and documents?","answer":"\u003cp\u003eAfter logging into your account, please select \u0026quot;Profile \u0026amp; Preferences\u0026quot; from the drop-down menu under your name. Your address can be updated in your profile information.\u003c/p\u003e\n"},{"faqnumber":14,"question":"What happens when I log out of the site?","answer":"\u003cp\u003eLogging out of your account ends your secure session and takes you back to the public area of the website. If you want to access your account information, you will need to log back in.\u003c/p\u003e\n"}]},{"groupName":"Marketplace","faqList":[{"faqnumber":1,"question":"What is a Marketplace account and what can I do with it? ","answer":"\u003cp\u003eA Marketplace account enables you to buy and sell a variety of investments in one place through our brokerage platform. With Marketplace, you get access to a diverse range of Victory Funds and VictoryShares\u003csup\u003e®\u003c/sup\u003e ETFs plus thousands of stocks, mutual funds, and ETFs from other providers.\u003c/p\u003e\n\u003cp\u003eOur U.S.-based investment specialists are ready to provide you with advice on how to achieve your goals with no additional fees, regardless of the amount you plan to invest. Alternatively, you can easily build a diversified portfolio online or on our mobile app.\u003c/p\u003e\n"},{"faqnumber":2,"question":"What types of brokerage accounts can I open? ","answer":"\u003cp\u003eYou can open a Marketplace account within one of the five most common account types online (Individual, Joint Tenants with Rights of Survivorship, Traditional IRA, Roth IRA, Rollover IRA). If you’re interested in opening another type of account, please call \u003ca href\u003d\"tel:1-800-235-8396\" target\u003d\"_blank\"\u003e1-800-235-8396\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":3,"question":"How do I open a Marketplace account? ","answer":"\u003cp\u003eTo open a new Marketplace account online:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003eLog in\u003c/a\u003e to your account/create a new profile on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your \u0026quot;Home\u0026quot; page and click on the \u0026quot;Open a New Marketplace Account\u0026quot; link on the \u0026quot;Marketplace\u0026quot; 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 “Overview”\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\u003cp style\u003d\"text-align: left;\"\u003e\u003cimg src\u003d\"/content/dam/vcm/brokerage/Marketplace-Account.png\" data-assetref\u003d\"fund-account-1680030269901\" align\u003d\"middle\"\u003e\u003c/p\u003e\n"},{"faqnumber":4,"question":"What are the costs of a Marketplace brokerage account?","answer":"\u003cp\u003eFor our full list of costs, please refer to our \u003ca href\u003d\"https://vcm.com/assets/disclosures/general/Commission_and_Fee_Schedule.pdf\"\u003efee schedule\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":5,"question":"What securities can I invest in through my Marketplace account? ","answer":"\u003cp\u003eYou can buy a wide range of investments, including:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eVictory Funds\u003c/li\u003e\n\u003cli\u003eVictoryShares® ETFs\u003c/li\u003e\n\u003cli\u003eMutual funds and ETFs from other providers\u003c/li\u003e\n\u003cli\u003eIndividual stocks\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003ePlease note the following securities are not yet offered through Marketplace: Fixed income securities (e.g., individual bonds), options, futures, penny stocks, and foreign stocks.\u003c/p\u003e\n"},{"faqnumber":6,"question":"How can I invest in the Victory Money Market Funds? ","answer":"\u003cp\u003eThe Victory Money Market Funds are not available as a \u0026quot;sweep\u0026quot; option, which means deposits and/or cash proceeds are not directly/automatically invested in a Victory Money Market Fund. However, they are available for direct purchase. Here are the steps to purchase or sell Victory Money Market Funds:\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eVictory Money Market Funds are available for direct purchase. To purchase a Victory Money Market Fund:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the \u0026quot;Marketplace\u0026quot; tab on your Home page and click “Place a Trade” to be redirected to the Marketplace terminal\u003c/li\u003e\n\u003cli\u003eUnder Transact, click the Mutual Fund tab to enter a ‘buy’ with any of the following ticker symbols:\u003cul\u003e\n\u003cli\u003eUSAXX - Money Market Fund\u003c/li\u003e\n\u003cli\u003eUSEXX - Tax Exempt Money Market Fund\u003c/li\u003e\n\u003cli\u003eUATXX - Treasury Money Market Fund Trust\u003cul\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eTo sell Victory Money Market Funds:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the \u0026quot;Marketplace\u0026quot; tab on your Home page and click “Place a Trade” to be redirected to the Marketplace terminal\u003c/li\u003e\n\u003cli\u003eUnder Transact, click the Mutual Fund tab to enter a ‘sell’ for the amount desired\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eThe sales proceeds will be automatically moved to your sweep account for available purchases or withdrawal. If you need further assistance, please contact a Victory Capital investment specialist at 1-800-235-8396.\u003c/p\u003e\n"},{"faqnumber":7,"question":"What is a sweep option for cash and what are the investor options? ","answer":"\u003cp\u003eA sweep option is a service provided by financial institutions that automatically transfers any uninvested cash in a brokerage account to a designated Money Market Fund or other interest-bearing account. This service is designed to help investors earn a return on their cash holdings while waiting to make new investments or waiting for the settlement of trades.\u003c/p\u003e\n\u003cp\u003eCash Sweep Options:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eNew account opening defaults – Taxable Federated Hermes Capital Reserves (FRFXX) for non-retirement and retirement accounts\u003c/li\u003e\n\u003cli\u003eAn investment specialist can help you change the default and elect a non-taxable option to Federated Hermes Municipal Cash Series (MFSXX)\u003c/li\u003e\n\u003cli\u003eAny cash deposits or sales proceeds will be automatically ‘swept’ and invested into the Money Market Fund assigned to your account\u003c/li\u003e\n\u003c/ul\u003e\n"},{"faqnumber":8,"question":"Are there any bonus programs available? ","answer":"\u003cp\u003eThere is an Asset Transfer Bonus available. Find out more by visiting \u003ca href\u003d\"http://www.vcm.com/bonus\" target\u003d\"_self\"\u003ewww.vcm.com/bonus.\u003c/a\u003e\u003c/p\u003e\n"},{"faqnumber":9,"question":"Can I open a margin account? ","answer":"\u003cp\u003eMargin accounts are not currently offered through a Marketplace account.\u003c/p\u003e\n"},{"faqnumber":10,"question":"How do I fund my Marketplace account? ","answer":"\u003cp\u003eTo fund your Marketplace account, follow the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the \u0026quot;Marketplace\u0026quot; tab on your “Home” page\u003c/li\u003e\n\u003cli\u003eClick “Transfer Funds” next to the Marketplace account you wish to fund\u003c/li\u003e\n\u003cli\u003eThe Marketplace terminal opens in a separate browser tab. You may need to adjust your internet browser settings to allow pop-ups.\u003c/li\u003e\n\u003cli\u003eView the different options and choose how you want to fund your account\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp style\u003d\"text-align: left;\"\u003e\u003cimg src\u003d\"/content/dam/vcm/brokerage/Electronic-Fund-Transfer.png\" data-assetref\u003d\"fund-account-1680030269901\" align\u003d\"middle\"\u003e\u003cbr\u003e\n\u003cbr\u003e\n\u003ca href\u003d\"https://vcm.com/assets/marketplace/Marketplace-Reference-Guide.pdf\"\u003eMarketplace reference guide\u003c/a\u003e\u003c/p\u003e\n"},{"faqnumber":11,"question":"How do I start trading? ","answer":"\u003cp\u003eBefore you start trading, you are required to fund your account. Follow the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the \u0026quot;Marketplace\u0026quot; tab on your \u0026quot;Home\u0026quot; page and click \u0026quot;Place a Trade\u0026quot; to be redirected to the Marketplace terminal\u003c/li\u003e\n\u003cli\u003eThe Marketplace terminal opens in a separate browser tab. You may need to adjust your internet browser settings to allow pop-ups.\u003c/li\u003e\n\u003cli\u003eIn the Marketplace terminal, click on \u0026quot;Transact\u0026quot; to place a trade\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003ca href\u003d\"https://vcm.com/assets/marketplace/Marketplace-Reference-Guide.pdf\" target\u003d\"_blank\"\u003eMarketplace reference guide\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eNote:\u003c/b\u003e Most stock and ETF trades settle two business days after the day the order executes, or trade date plus two days. Example: if you execute an order on Monday, it will typically settle on Wednesday. Most mutual funds have a one business day settlement date; however, some funds may require up to 5 business days for funds to settle.\u003c/p\u003e\n"},{"faqnumber":12,"question":"How do I transfer a brokerage account from another broker-dealer into my Marketplace account? ","answer":"\u003cp\u003eTo transfer an account, please call a U.S.-based investment specialist at 1-800-235-8396 or do so online by following the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the “Marketplace” tab and select “Transfer Account” at the bottom of your “Home” page\u003c/li\u003e\n\u003cli\u003eChoose one of two options to move assets from an external account to your Victory Capital account\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":13,"question":"How do I transfer a Victory Funds account into my Marketplace account? ","answer":"\u003cp\u003eTo transfer an account, please call a U.S.-based investment specialist at 1-800-235-8396 or do so online by following the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eClick on the “Marketplace” tab and select “Transfer Account” at the bottom of your “Home” page\u003c/li\u003e\n\u003cli\u003eChoose one of two options to move assets from an external account to your Victory Capital account\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":14,"question":"What tools and resources are available on the Marketplace terminal? ","answer":"\u003cp\u003eIn the Marketplace terminal, we offer tools and resources to help you research investments and manage your account. Log in to vcm.com or the Victory Capital mobile app and navigate to the Marketplace terminal to access features, such as:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eMarket Research\u003c/li\u003e\n\u003cli\u003eNews \u0026amp; Commentary\u003c/li\u003e\n\u003cli\u003eWatchlists\u003c/li\u003e\n\u003cli\u003eExchange Rates\u003c/li\u003e\n\u003c/ul\u003e\n"},{"faqnumber":15,"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 your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your “Home” page and click on the “Marketplace” tab on the left\u003c/li\u003e\n\u003cli\u003eClick “Marketplace Document Center” at the bottom of the tab\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":16,"question":"How can I start receiving my Marketplace account statements and trade confirmations electronically? ","answer":"\u003cp\u003eYou will be automatically enrolled in electronic delivery. To update these preferences, please contact a investment specialist at 1-800-235-8396.\u003c/p\u003e\n"},{"faqnumber":17,"question":"How do I manage my Marketplace account services? (Automatic Investing/Withdrawal, Dividends and Capital Gains, Bank Accounts, Beneficiaries, RMD) ","answer":"\u003cp\u003eMarketplace account services will be managed in Marketplace terminal. To manage your services, follow the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your “Home” page and click on the “Marketplace” tab on the left\u003c/li\u003e\n\u003cli\u003eClick “Manage” next to “Manage Services” for a specific Marketplace account\u003c/li\u003e\n\u003cli\u003eSelect Automatic Investing/Withdrawal, Dividends and Capital Gains, or Bank Accounts under Manage Services\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp style\u003d\"text-align: left;\"\u003e\u003cimg src\u003d\"/content/dam/vcm/brokerage/Marketplace-Manage-Services.png\" data-assetref\u003d\"fund-account-1680030269901\" align\u003d\"middle\"\u003e\u003c/p\u003e\n"},{"faqnumber":18,"question":"How do I manage my Marketplace account preferences? (Document Preferences, Contact Information, Trusted Contacts, Mailing Address) ","answer":"\u003cp\u003eMarketplace account preferences will be managed in the Marketplace terminal. To manage your account preferences, follow these steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your “Home” page and click on the “Marketplace” tab on the left\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\u003cp style\u003d\"text-align: left;\"\u003e\u003cimg src\u003d\"/content/dam/vcm/brokerage/Marketplace-manage-preferences.png\" data-assetref\u003d\"fund-account-1680030269901\" align\u003d\"middle\"\u003e\u003c/p\u003e\n"},{"faqnumber":19,"question":"How do I add or manage my Marketplace Required Minimum Distribution?","answer":"\u003cp\u003eAdd or manage your Marketplace Required Minimum Distribution in the Marketplace terminal by following the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit the new \u0026quot;My Portfolio\u0026quot; dashboard and click the \u0026quot;Marketplace\u0026quot; tab on the left\u0026nbsp;\u003c/li\u003e\n\u003cli\u003eClick “Manage” next to \u0026quot;Manage Services\u0026quot; for a specific Marketplace account\u003c/li\u003e\n\u003cli\u003eSelect “Required Minimum Distribution”\u0026nbsp;\u003c/li\u003e\n\u003c/ol\u003e\n"},{"faqnumber":19,"question":"How do I setup real-time notifications for Marketplace accounts? ","answer":"\u003cp\u003eYou can receive notifications for trades, watchlists, and other activities for your Marketplace accounts. To set up notifications, follow the steps below:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eLog in to your account on vcm.com or the Victory Capital mobile app\u003c/li\u003e\n\u003cli\u003eVisit your “Home” page and click on the “Marketplace” tab on the left\u003c/li\u003e\n\u003cli\u003eClick “Manage” next to your Marketplace account and then click “Notification/Alert Settings”\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp style\u003d\"text-align: left;\"\u003e\u003cimg src\u003d\"/content/dam/vcm/brokerage/Marketplace-Notifications.png\" data-assetref\u003d\"fund-account-1680030269901\" align\u003d\"middle\"\u003e\u003c/p\u003e\n"},{"faqnumber":20,"question":"I need to speak with someone. How do I get service?","answer":"\u003cp\u003eOur U.S.-based investment specialists are ready to serve you. Please contact us by phone at 1-800-235-8396\u0026nbsp;from 7:30 AM to 7:00 PM CT, or by chat between 8:00 AM and 6:00 PM CT Monday-Friday.\u003c/p\u003e\n"}]},{"groupName":"Victory Funds","faqList":[{"faqnumber":1,"question":"Where can I find my most recent Victory Funds statements?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Statements.” This applies only if you have elected e-delivery.\u003c/p\u003e\n"},{"faqnumber":2,"question":"How can I sign up for paperless statements and forms?","answer":"\u003cp\u003eAfter logging into your account, please select \u0026quot;Profile \u0026amp; Preferences\u0026quot; from the drop-down menu under your name. You can then change your preferences in the \u0026quot;Account Messaging\u0026quot; section.\u003c/p\u003e\n"},{"faqnumber":3,"question":"How can I view the forms I need for my account?","answer":"\u003cp\u003eForms are located at \u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\"\u003e\u003cb\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/b\u003e\u003c/a\u003e. You can also navigate to the \u003cb\u003eForms\u003c/b\u003e link under \u003cb\u003eTools and Resources\u003c/b\u003e in the main navigation of the site.\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I download statements?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Statements.” Click the download option at the top.\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I access instructions to complete a Direct Rollover?","answer":"\u003cp\u003eTo access the Direct Rollover form (ID 99531), visit\u0026nbsp;\u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\"\u003e\u003cb\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/b\u003e\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":6,"question":"Where can I access the Required Minimum Distribution form to setup distributions from my Victory Fund IRA?","answer":"\u003cp\u003eTo access the RMD form (ID 99461),\u0026nbsp;visit\u0026nbsp;\u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\"\u003e\u003cb\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/b\u003e\u003c/a\u003e.\u003c/p\u003e\n"}]},{"groupName":"Education","faqList":[{"faqnumber":1,"question":"Where is my USAA 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 Plan account beneficiary and select ‘Tax Forms.’\u003c/p\u003e\n"}]},{"groupName":"Tax Information","faqList":[{"faqnumber":0,"question":"When will my 1099DIV/B tax form be available?","answer":"\u003cp\u003eTax forms are not consolidated for Marketplace Brokerage accounts. If applicable, investors will receive separate 1099DIV and 1099B tax forms. Tax documents will be sent out when information is finalized by securities issuers. Most 1099B and 1099DIV tax forms will be sent by mail no later than February 15, 2024. However, if an issuer indicates a delay in finalizing information, the form may be delayed until March. If this occurs, a pending 1099 notice will be sent by February 15, 2024. The notice will include a list of investments awaiting information from issuers.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eMailing dates:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eJanuary 31\u003c/li\u003e\n\u003cli\u003eFebruary 15\u003c/li\u003e\n\u003cli\u003eFebruary 28\u003c/li\u003e\n\u003cli\u003eMarch 15 – for all remaining accounts even if information is pending.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eTo access tax forms for your Marketplace Brokerage account, login to \u003ca href\u003d\"https://mysecure.vcm.com\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e and click on the \u0026quot;Marketplace\u0026quot; tab. Choose the appropriate account. Click on “Communications” then “Tax Documents.”\u0026nbsp;\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":0,"question":"When will my 1099DIV/B tax form be available?","answer":"\u003cp\u003eVictory Capital produces a consolidated tax form to include 1099DIV and 1099B tax information for Victory Funds accounts. The deadline for a consolidated 1099DIV/B tax form to be sent to investors is February 15, 2024. If securities issuers indicate that they may reallocate dividend income, you will receive your form no later than March 15, 2024. Most reallocation decisions have been made by then, but you\u0027ll get the form even if a change hasn\u0027t happened.\u003c/p\u003e\n\u003cp\u003eThe Tax Forms Delivery Schedule is available in pdf format \u003ca href\u003d\"https://www.vcm.com/content/dam/vcm/resources-mutualfunddoc/2023_Tax_Form_Delivery_Schedule.pdf\" target\u003d\"_blank\"\u003e\u003cb\u003ehere\u003c/b\u003e\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":1,"question":"Can I access my Victory Funds tax documents online?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Tax Documents.” If you elected delivery by mail, you can also expect postal delivery. If you are unable to access online and haven’t received via mail, please contact us.\u003c/p\u003e\n"},{"faqnumber":1,"question":"How do I contribute to my IRA for 2023?","answer":"\u003cp\u003e\u003cb\u003eMarketplace Existing Investors\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003eYou can access your account and make a one-time contribution for the prior year on \u003ca href\u003d\"https://mysecure.vcm.com/\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e, if you have a bank account linked to your Marketplace account.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eAfter signing in, from the main dashboard, select “Marketplace” and click on your account.\u003c/li\u003e\n\u003cli\u003eSelect “Transact” then “Funds Transfer” and select your bank as the “from” account and your Marketplace IRA as the “to” account.\u003c/li\u003e\n\u003cli\u003eEnter the dollar amount you would like to invest.\u003c/li\u003e\n\u003cli\u003eUnder the contribution period, select “Previous Year.” Then click review and submit.\u003c/li\u003e\n\u003cli\u003eFunds will remain in the brokerage sweep account until you place a trade.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eIf you need to link a bank account, you may do so by selecting “Marketplace Accounts” from your dashboard, then select “Transfer Funds” for the appropriate account. Then scroll to the bottom of the page and click “Link Account” to enter your banking information. Then follow the steps above.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eYou may also add a bank account by completing the “ACH Authorization Form for Standing and Periodic Instructions” form on \u003ca href\u003d\"https://vcm.com\"\u003evcm.com\u003c/a\u003e. Go to \u0026quot;Tools \u0026amp; Resources\u0026quot; \u0026gt; \u0026quot;Forms\u0026quot; \u0026gt; then select \u0026quot;Marketplace\u0026quot; and search for ACH.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eMarketplace New Investors\u003c/b\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eClick “Sign Up” and complete the registration process.\u003c/li\u003e\n\u003cli\u003eTo open a new Marketplace Traditional or Roth IRA, select the Marketplace link on the left. Then click on “Open a new Marketplace account.”\u003c/li\u003e\n\u003cli\u003eSelect your account and go to “Funds Transfer” on the right to add a bank account. Please note it might take a few minutes for your account to appear on your profile.\u003c/li\u003e\n\u003cli\u003eAfter you complete the application process, select your Marketplace account on\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u0026nbsp;and go to “Transfer Funds” on the right then scroll down and click \u0026quot;Link Account\u0026quot; to add a bank account.\u003c/li\u003e\n\u003cli\u003eAfter bank add is complete, follow steps 2 through 5 under the \u0026quot;Marketplace Existing Investors\u0026quot; section above.\u003c/li\u003e\n\u003c/ul\u003e\n"},{"faqnumber":2,"question":"How do I contribute to my IRA for 2023?","answer":"\u003cp\u003e\u003cb\u003eExisting Investors\u003c/b\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eAfter signing in from the main dashboard, please select the IRA account you would like to contribute to. Select “Place a Trade” at the top right and then select “Buy” from the dropdown.\u003c/li\u003e\n\u003cli\u003eIn “Section 2 – Investment Selection,” select the Mutual Fund you would like to contribute to and enter the contribution amount. Then hit “Next.”\u003c/li\u003e\n\u003cli\u003eIn “Section 3 – Funding Source,” choose how to fund your account and in the “Contribution for IRA Account” field, select “Prior Year” from the dropdown. Then hit “Next.”\u003c/li\u003e\n\u003cli\u003eIn “Section 4 – Review \u0026amp; Confirm,” review and confirm\u003ci\u003e \u003c/i\u003eyour prior year contribution. Then hit “Submit.”\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eNew Investors\u003c/b\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cspan style\u003d\"color: rgb(50,50,50);\"\u003eClick “Sign Up” and complete the registration process.\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003eSelect “Individual Retirement Account” from the “Open an Account” dashboard.\u003c/li\u003e\n\u003cli\u003eSelect the type of retirement account* you would like to open.\u003c/li\u003e\n\u003cli\u003eFollow the guided prompts to “Section 4 – Fund Your Account.”\u003c/li\u003e\n\u003cli\u003eIn the “Contribution for IRA Account” field, select “Prior Year” from the dropdown.\u003c/li\u003e\n\u003cli\u003eComplete the guided prompts and confirm in \u0026quot;Section 6 – Verify your Prior Year contribution.\u0026quot;\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e*Traditional IRA, Roth IRA, Rollover IRA or Coverdell account\u003c/p\u003e\n"},{"faqnumber":2,"question":"When is the deadline to submit my 2023 taxes?","answer":"\u003cp\u003eThe filing deadline to submit 2023 tax returns or an extension to file and pay tax owed is Monday, April 15, 2024, for most taxpayers. For taxpayers who requested an extension, you will have until Tuesday, October 15, 2024, to file your return. For the latest information on tax deadlines visit: \u003ca href\u003d\"https://www.irs.gov/\" target\u003d\"_blank\"\u003ehttps://www.irs.gov/\u003c/a\u003e\u003cb\u003e\u003c/b\u003e\u003c/p\u003e\n"},{"faqnumber":3,"question":"How do I calculate my cost basis for my Marketplace Accounts?","answer":"\u003cp\u003eYou may view your cost basis on Marketplace. After you login to your Marketplace account, select “Accounts,” then “Gain/Loss.” Click on the carrot \u0026gt; to the left of the position you want to view and the tax lots will be displayed underneath.\u003c/p\u003e\n\u003cp\u003eInvestors may need to adjust their cost basis. A reporting financial firm is not required to reports uncovered shares on IRS Form1099-B. Investors are responsible for validating the information downloaded to tax preparation software with the official tax documents produced for their accounts.\u003c/p\u003e\n"},{"faqnumber":3,"question":"When is the deadline to submit my 2023 taxes?","answer":"\u003cp\u003eThe filing deadline to submit 2023 tax returns or an extension to file and pay tax owed is Monday, April 15, 2024, for most taxpayers. For taxpayers who requested an extension, you will have until Tuesday, October 15, 2024, to file your return. For the latest information on tax deadlines visit: \u003ca href\u003d\"https://www.irs.gov/\" target\u003d\"_blank\"\u003e\u003cb\u003ehttps://www.irs.gov/\u003c/b\u003e\u003c/a\u003e.\u003cb\u003e\u003c/b\u003e\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I calculate my cost basis for my Victory Funds?","answer":"\u003cp\u003eOn your account holding page, there is a column labeled “Total Cost.” To calculate the average share cost, divide total cost by the total shares in the account. If you want to calculate cost basis using a different method, please contact us.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Where do I find the mutual fund capital gains report for mutual funds held in my Marketplace accounts?","answer":"\u003cp\u003eYou can view Victory Funds capital gains reports \u003ca href\u003d\"https://investor.vcm.com/tools-resources/tax-center#capgains\"\u003ehere\u003c/a\u003e\u003cspan style\u003d\"font-family: benton-sans, sans-serif; font-size: 16px; font-style: normal; font-weight: 500; letter-spacing: 0px;\"\u003e. For third-party mutual funds, you can view this information on the fund family’s website.\u0026nbsp;\u003c/span\u003e\u003cbr\u003e\n\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I find my most recent statements?","answer":"\u003cp\u003eTo access your statements for your Marketplace Brokerage account, login to \u003ca href\u003d\"https://mysecure.vcm.com\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e and click on the \u0026quot;Marketplace\u0026quot; tab. Choose the appropriate account. Click “Communications” then “Statements \u0026amp; Reports.”\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where do I find the full capital gains report for the funds I’m invested in?","answer":"\u003cp\u003eThe full report for Victory Funds is available \u003ca href\u003d\"https://investor.vcm.com/tools-resources/tax-center#capgains\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":6,"question":"When will I receive my 5498-tax form for my 2023 IRA contribution?","answer":"\u003cp\u003eThe 5498 tax forms will be available online and/or be sent by mail no later than May 31, 2024.\u0026nbsp;\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":6,"question":"When will I receive my 5498-tax form for my 2023 IRA contribution?","answer":"\u003cp\u003eYour 5498-tax form will be available online by May 11, 2024. To access this form, log in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year from the \u0026quot;Document\u0026nbsp;Category\u0026quot; drop-down menu box, then select “Tax Documents.” If you elected delivery by mail, you can also expect postal delivery. If you are unable to access online and haven’t received via mail, please contact us.\u003c/p\u003e\n"},{"faqnumber":7,"question":"What version of TurboTax do I need in order to import my 1099DIV/B and 1099R?","answer":"\u003cp\u003eTurbo Tax form downloads are not available for Marketplace for the 2023 tax year.\u003c/p\u003e\n"},{"faqnumber":7,"question":"Where is my USAA 529 1099Q tax form?","answer":"\u003cp\u003eTo access form 1099Q for your 529 Plan account, login to\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e. Under the Education tab, select the appropriate account. This will redirect you to the Ascensus website where you will 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 Plan account beneficiary and select “Tax Forms.”\u003c/p\u003e\n"},{"faqnumber":8,"question":"What version of TurboTax do I need in order to import my 1099DIV/B and 1099R?","answer":"\u003cp\u003eTo import your 1099DIV/B and 1099R, you will need the Premier or Self-Employed version of TurboTax.\u003c/p\u003e\n"},{"faqnumber":8,"question":"When TurboTax asks for my “Fund Account Number,” where can I locate this number?","answer":"\u003cp\u003eTurbo Tax form downloads are not available for Marketplace for the 2023 tax year.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":9,"question":"I am trying to copy/paste my fund account number into TurboTax, why am I getting an error?","answer":"\u003cp\u003eTurbo Tax form downloads are not available for Marketplace for the 2023 tax year.\u003c/p\u003e\n"},{"faqnumber":9,"question":"When TurboTax asks for my “Fund Account Number,” where can I locate this number?","answer":"\u003cp\u003eIf importing Victory Funds details from a 1099R, please reference the “Account number” field. You do not need to enter the prefix # - you will need to enter the last 11 digits.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eIf importing Victory Funds details from a 1099DIV/B combined tax form, please reference the “Acct. No.” field.\u0026nbsp;\u003cspan style\u003d\"font-family: benton-sans , sans-serif; font-size: 16.0px; font-style: normal; font-weight: 500; letter-spacing: 0.0px;\"\u003eFund Account numbers can also be located on your Positions page\u0026nbsp;on \u003c/span\u003e\u003ca href\u003d\"https://mysecure.vcm.com/\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u003cb style\u003d\"font-family: benton-sans , sans-serif; font-size: 16.0px; font-style: normal; letter-spacing: 0.0px;\"\u003e \u003c/b\u003e\u003cspan style\u003d\"font-family: benton-sans , sans-serif; font-size: 16.0px; font-style: normal; font-weight: 500; letter-spacing: 0.0px;\"\u003eafter selecting the applicable account from the main dashboard.\u003c/span\u003e\u003c/p\u003e\n"},{"faqnumber":10,"question":"How do I enter the Social Security Number associated to my account in TurboTax if I am not the Primary account holder?","answer":"\u003cp\u003eTurbo Tax form downloads are not available for Marketplace for the 2023 tax year.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":10,"question":"I am trying to copy/paste my fund account number into TurboTax, why am I getting an error?","answer":"\u003cp\u003eThe copy/paste function is only available for the Online TurboTax version (this is a TurboTax limitation).\u003c/p\u003e\n"},{"faqnumber":11,"question":"How do I enter the Social Security Number associated to my account in TurboTax if I am not the Primary account holder?","answer":"\u003cp\u003ePlease review the applicable tax form and reference the “Recipient’s TIN” section. Although masked on your 1099, please enter the complete SSN/TIN associated with your account(s).\u003c/p\u003e\n"}]},{"groupName":"Contacting Victory Capital","faqList":[{"faqnumber":1,"question":"How do I send postal mail to Victory Capital?","answer":"\u003cp\u003ePlease send your correspondence and account forms to the following addresses. Do not send mail to any Texas addresses you might have on file as these are no longer in use.\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nVictory Funds Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail (except 403B):\u003c/p\u003e\n\u003cp\u003eVictory Funds\u003c/p\u003e\n\u003cp\u003eP.O. Box 182903\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43218-2903\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds C/O FIS TA Operations\u003c/p\u003e\n\u003cp\u003e4249 Easton Way, Suite 400\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43219\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nVictory Funds 403B Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds 403B\u003c/p\u003e\n\u003cp\u003eP.O. Box 182904\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43218-2904\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds C/O FIS TA Operations\u003c/p\u003e\n\u003cp\u003e4249 Easton Way, Suite 400\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43219\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nMarketplace Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eVictory Capital Services, Inc.\u003c/p\u003e\n\u003cp\u003ePO BOX 2064\u003c/p\u003e\n\u003cp\u003eJersey City, NJ 07303\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nUSAA® 529 Education Savings Plan Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eUSAA 529 Education Savings Plan\u003c/p\u003e\n\u003cp\u003eP.O. Box 55354\u003c/p\u003e\n\u003cp\u003eBoston, MA 02205-5354\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eUSAA 529 Education Savings Plan\u003c/p\u003e\n\u003cp\u003e95 Wells Ave, Suite 155\u003c/p\u003e\n\u003cp\u003eNewton, MA 02459\u003c/p\u003e\n"},{"faqnumber":2,"question":"How do I contact a Representative if I need help?","answer":"\u003cp\u003ePlease call us at 1-800-235-8396 from 7:30am to 7:00pm CT\u0026nbsp;Monday-Friday.\u003c/p\u003e\n"},{"faqnumber":3,"question":"Why am I not receiving emails from Victory Capital?","answer":"\u003cp\u003eSome email providers have spam filters that catch our emails as “junk” mail.\u003c/p\u003e\n"},{"faqnumber":4,"question":"What can I do to ensure I receive emails from Victory Capital?","answer":"\u003cp\u003eAdd our email address (or entire domain where possible — vcm.com) to your address book or contact list. This will ensure that our emails get through. Don\u0027t forget to also add our newsletter email addresses if you receive those emails.\u003c/p\u003e\n"}]}]
