Sentences with phrase «check specific assets»

Not exact matches

In certain circumstances, you may want to check the coverage and rules, carefully, and only invest the assets in your brokerage account in a way that gives you maximum protection at all times, including adhering to certain account limits or trading of specific types of securities.

Checking the investments in your portfolio can entail assessing your gains / losses, rebalancing your asset mix, or reconsidering some of your specific investments.

If you're not sure how to structure things, ask your lender for guidance and to give specific examples of assets you should account for, such as checking and savings accounts, retirement and pension accounts, brokerage accounts, college savings funds, and financial gifts from friends / relatives.

However, Coinbase has not revealed what specific assets or features will be supported and stressed that any additions will have to go through internal legal and risk checks, as well as gain approval by a committee of employees and executives using the Digital Asset Framework -LRB-.

• Successfully pass loans for all assigned qualified clients, generating a 100 % satisfaction rate • Introduce an automatic fee calculation system, reducing time taken to manually calculate fees and loan level prices by 44 % • Expedite background checks for assigned clients, by creating and maintaining effective relationships with investigative authorities • Generate referrals and leads and contact them to inquire into their mortgage needs • Interview clients to determine their specific requirements for mortgage and refinancing • Advise clients on best loan programs based on their income and assets • Perform background checks to determine clients» eligibility for mortgage loans