Sentences with phrase «additional funds in the account»

When purchasing real estate, make sure you have the additional funds in the account to cover any future expenses.

Not exact matches

When you hold stock funds in a taxable account, you can gain additional tax savings by tax - loss harvesting.

The only additional expenses you pay associated with the mutual funds held in a Fidelity Go account will be for certain expenses of the core Fidelity money market fund position for your account, the Fidelity Government Cash Reserves Fund (FDRfund position for your account, the Fidelity Government Cash Reserves Fund (FDRFund (FDRXX).

I hereby certify: (1) the information provided is true and correct, (2) you are hereby authorized to investigate all bank, credit, and trade references, and said references are hereby authorized to release any requested information to you or your nominee, (3) such authorization shall extend to obtaining personal credit profile in considering this application and subsequently for the purposes of update, renewal or extension of such credit or additional credit and for reviewing or collecting the resulting account, (4) this information may be transmitted by us to you and by you to underwriter (s) for the purpose of granting me credit, either electronically or manually, and that by submitting this application, I take full responsibility for transmission thereof, (5) I am over 18 years of age, (6) I acknowledge my rights under the Fair Credit Reporting Act, (7) I consent to receive direct mail, faxes, text - messages, and e-mails sent by National Funding and its affiliates for the purposes of transmitting account updates, requests for information and notices, and (8) this request is for business and not for consumer purposes.

Look for the kinds of investment options various providers offer (if any), what their funds charge in management fees and whether there are any additional account maintenance fees.

In fact, the broker can go so far as to liquidate your entire account, including non-related securities, to pay off the margin debt without giving you any warning at all; not even the opportunity to come up with additional funds.

Officially the minimum withdrawal amount is $ 100, it is processed by Banc De Binary usually within two regular working days but it might take additional time (depending on the withdrawal method) until the funds will be available in your account.

Emergency Fund — An emergency account is account that's designed to hold additional funds that might be needed to pay bills, credit cards, and in this, mortgages.

The survey, which had nearly 2000 responses from teachers in England, found teachers are being expected to account for the outcomes of pupils eligible for support from the Pupil Premium, but in many cases the additional funding has not found its way to the classroom.

That is why my colleagues and I in the County Legislature voted to appropriate an additional $ 5 million of the county's fund balance, our rainy day account, to help repair the county road system because it was not just raining; it was pouring.

As well as Liverpool three other areas will receive additional help from dormant bank accounts» funds - the London borough of Sutton, Cumbria's Eden Valley and Windsor and Maidenhead in Berkshire.

Most of the major divisions of the Council will see a significant increase in funding to account for additional staffing.

«By maintaining a significant amount of cash in a checking account, not only did the SCA fail to comply with the investment requirements of the Public Authorities Law, but also lost the opportunity to generate additional investment income on these funds,» said a report by Comptroller Scott Stringer.

Since Ofsted is holding to account how schools spend their additional, ring - fenced funding, it is worth reviewing how your school meets the Premium's objectives: engaging pupils in regular physical activity — kick - starting healthy and active lifestyles; raising the profile of PE and sport in school as a means of whole school improvement; Increasing the confidence, knowledge and skills of all staff in teaching PE and sport; offering a broad range of sports and activities to all pupils; and increasing participation in competitive sport.

In these circumstances the current value on receipt of the asset should be credited to the restricted fixed asset fund account in the statement of financial activities with details of the terms of the lease included as an additional note to the fixed asset notIn these circumstances the current value on receipt of the asset should be credited to the restricted fixed asset fund account in the statement of financial activities with details of the terms of the lease included as an additional note to the fixed asset notin the statement of financial activities with details of the terms of the lease included as an additional note to the fixed asset note.

Advocates of additional funding say students in low - income districts need the state to account for paying social workers, counselors, after - school programs and other costs necessary to mitigate the impacts of poverty.

(2) additional funds to meet the additional needs of the three student populations cited in our standard on a continuing basis which takes account of the cost of serving those populations and inflation.

HB 21 is a comprehensive education bill providing for an additional $ 530 million in public school funding, charter school facility funding and an Education Savings Account program for children with special needs.

Formulas must account for the number of students, include weights for the additional costs for educating students with special needs (including students in poverty, gifted students and English language learners), and provide sustainable and predictable funding for districts.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

With a Money Manager account from Great Southern, you'll enjoy higher interest rates, tiered interest rates 2, image statement at no additional cost 5 and a Bounce Protection limit of $ 700 available, which will give you peace of mind that your transactions will be paid, regardless of whether you have sufficient funds in your account or not 1.

If you do not, there may still be time to do Roth conversions or save additional funds in taxable accounts.

Once your balance increases to $ 2,000 (due to additional contributions or market performance) then you may be able to transfer $ 1,000 into another mutual fund and now you will have 2 mutual funds in your Roth IRA account.

Although funds placed in a designated qualifying retirement account may be accessed at any time in your life, if you take a distribution from a Traditional IRA or a 401 (k) plan before you turn 59 1/2, you'll more than likely face an additional 10 percent early distribution tax, in addition to income taxes on all funds prematurely withdrawn.

If you have maxed out your retirement investment vehicles and have some additional investments in a regular taxable account, you can certainly use that as an emergency source of funds without much downside.

Look for the kinds of investment options various providers offer (if any), what their funds charge in management fees and whether there are any additional account maintenance fees.

If you have maxed out your IRA contributions, or if you are ineligible to contribute to an IRA, you might consider investing any additional funds in a brokerage account.

Whether one relies on actively managed mutual funds, managed accounts or your own stock - picking prowess all of these strategies require additional expenses in time and capital.

If the fund in question is going to be held in a taxable account, I make sure to look at two additional metrics: the «tax cost ratio» (on the «tax» tab) and portfolio turnover (on the «quote» tab), both of which can give an idea of the fund's tax efficiency.

Positive banking history is described as follows: No NSF (non-sufficient funds) items during the preceding twelve months in the Essential Checking account; the Essential Checking account must have a positive balance at the time of the request to upgrade the account; an eFunds check must show no additional negative history in the preceding twelve months (including banking history from other banks); and all monthly servicing fees must have been paid in full for the 12 preceding months.

A decline in value of the securities that are purchased on margin (or a rise in value of the securities sold short) may require you to provide additional funds to the account to avoid the forced sale or buy - back of those securities or other assets in your account.

Once the withdrawal request is approved, it will still take a few additional days for the funds to appear in your account:

If the reverse mortgage is not large enough to cover your existing loan, you can still get the reverse mortgage by bringing in the additional funds from another account and still never have to make another house payment!

It's important to note that you'll need to earn at least $ 25 in cash back rewards through Dosh in order to transfer your funds to your PayPal account or bank account, so you'll need to earn an additional $ 18 in cash back rewards on top of the $ 7 card linking bonus in order to redeem your funds.

Once an account is opened, additional purchases of Fund shares may be made at any time in minimum amounts of $ 100.

If you transfer in substantially more than the anticipated balance, there may be a hold placed on your account to confirm you meant to transfer those funds in, or there may be additional strategies available at a higher funding level.

You'll pay taxes on mutual fund distributions (unless the mutual funds are held in tax - advantaged accounts such as individual retirement, 401 (k) and 403 (b) accounts), whether you receive your distributions in cash or reinvest in additional fund shares.

So, managed accounts that use the funds in the plan, if you take the funds in the plan and then you add an additional management fee on top of those, in order to manage the account portfolio, that can add up pretty quickly,» he says.

When an investor purchases an account on margin in the expectation that the share value will rise, or shorts a security on the expectation that share price will decline, and share prices go against the investor, the brokerage firm will send out a margin call requiring that the investor add additional funds or marketable securities to the account to protect the broker's loan.

If the monthly targeted retirement savings exceed what is allowed to be saved in an IRA or employer's plan, building additional assets in a taxable account or an emergency fund may be considered.

The biggest benefits of having an IRA account with the mutual fund company that issues the fund you want to invest in is there will be no additional charge when buying or selling shares of the fund, which isn't the case most of the time if you invest in the fund through a third party, whether it's another fund company or broker.

It was only in comparing to muni bond funds that I discussed looking at after - tax yields, so it's not a matter of taxable vs. tax - advantaged accounts, but of the additional alternative of tax - exempt bonds in taxable accounts.

If your closing funds have been in your bank account for that two - month period, no additional documentation should be needed.

Once you've reached your goal and have a comfortable amount of money in your emergency fund, it's a good idea to have an additional savings account for more enjoyable things, like vacations, a special night out or a new car.

You can open an individual, joint, or trust account at Vanguard, and make additional investments in the same Target Retirement fund you're using in your IRA (same fund, different account).

If through the daily cash settlement process, losses in the account of a security futures contract participant reduce the funds on deposit (or equity) below the maintenance margin level (or the firm's higher «house» requirement), the brokerage firm will require that additional funds be deposited.

If there's a large enough drop in the value of your securities, and the equity in your account falls below E * TRADE's requirements, you may have to provide additional funds to avoid the forced sale of those securities, or of other securities in your account.

This «wrap» structure is not such a big issue in a taxable account, but the additional costs become more apparent when the fund is held in an RRSP account (which is discussed in more detail throughout our Foreign Withholding Taxes white paper).

Either that or maybe transfer to another institution that supports the CESG, Additional CESG, and CLB in a mutual fund account... I'm not even sure if any of those exist though.

This no - fee, no - commission reinvestment program allows you to reinvest dividend and / or capital gains distributions from any or all eligible stocks, closed - end mutual funds, exchange - traded funds (ETFs), FundAccess ® funds, or Vanguard mutual funds in your Vanguard Brokerage Account in additional shares of the same securities.