What is a “non-prototype” IRA?
An Individual Retirement Account which is “non-prototype” means the custodian for the account is an entity other than Sterling Trust Company (which is the custodian Vision utilizes). Vision would still be the brokerage firm that offers the account through which to trade, but the custodian would be a third party firm of your choosing. However, Vision recommends our clients to use Sterling Trust Company due to their high level of service, the working relationship between our two firms and the very reasonable annual fee associated with these accounts.
