Open a Brokerage Account with ICMA-RC
Who can open a Vantagepoint Elite Account?
You must be an ICMA-RC accountholder to open a Vantagepoint Elite account as the primary accountholder or as a custodian for a minor’s account.
How do I open a Vantagepoint Elite Account?
To open an account:
- Download and complete the Vantagepoint Elite Account Application and Customer Account Agreement (102K PDF)
- Return the completed form, along with your initial contribution check of at least $5,000 (made out to UVEST Financial Services), to
UVEST Financial Services
200 S. College St., 21st Floor
Charlotte, NC 28202
Please do not send any non-Vantagepoint Elite (e.g. Vantagepoint IRA or retirement plan) forms or contribution checks to this address. To avoid delays in establishing your Vantagepoint Elite account and investing your contributions, please do not mail any Vantagepoint Elite forms or contribution checks directly to ICMA-RC.