Sentences with phrase «other brokerage accounts»

There are a lot of other brokerage accounts out there, and even though I use the ones above, there are plenty of other ones out there that make a lot of sense.

Other brokerage accounts and 529 college savings accounts: Use the Fidelity prefix 39900001 followed by your 9 - character Fidelity brokerage or 529 plan account number.

Personalized Portfolios are held in brokerage accounts in which stocks are bought and sold, and, as in other brokerage accounts, you will owe taxes on the gains realized in any taxable Personalized Portfolio account.

With all the options out there, Betterment offers a highly competitive choice on par with other brokerage accounts.

Also, we can postpone buying or we can sell some stock funds in our other brokerage account instead, if the stocks are beating the bonds then.

Opening an IRA is as easy as opening any other brokerage account.

Is this CIBC product legally considered a separate account with a separate institution, or would it apply against the other brokerage account holdings (for example, a TD Bank GIC) when calculating the CDIC holdings.

My account is set up like any other brokerage account except it is tax deferred until I start withdrawing at age 70 1/2.

Not exact matches

Fees paid on a brokered CD / market linked CD and most other instruments are largely based on whether you have a brokerage account or an advisory account.

If your shares are held in an account at a brokerage firm, bank, broker - dealer, or other similar organization, then you are the «beneficial owner» of shares held in «street name,» and a Notice was forwarded to you by that organization.

In other words, you end up with a fee structure no different than the investor who owns the high fee mutual fund in their own discount brokerage account.

Set a goal of saving at least 20 percent of your salary to investment vehicles such as your retirement account, brokerage account or other qualified accounts.

Move your account to Ally Invest and we'll credit transfer fees your other brokerage may charge, up to $ 150, when you complete a first - time account transfer for $ 2,500 or more — just complete this transfer form.

Broadridge Financial Solutions, Inc. will send a two - page E-Proxy Notice to stockholders whose shares are held in an account at a brokerage firm, bank, or other similar organization.

You can obtain a legal proxy by contacting your account representative at the bank, brokerage firm, broker - dealer or other similar organization through which you hold your shares.

If your shares are held in an account at a bank, brokerage firm, broker - dealer or other similar organization, then you are a beneficial owner of shares held in street name.

Marginable Stock - Marginable Stock is when the brokerage agreements give the brokerage houses the ability to lend stocks to other account holders who want to sell short.

In other words, if you have a brokerage account somewhere, your assets are maintained on electronic systems, which are generally backed up in multiple locations with a very well documented «paper trail» indicating who owns those assets.

By transferring my money to a couple brokerage accounts and two other banks as soon as it hits my main bank I no longer have temptation to spend on frivolous things.

Many other Fidelity accounts are eligible for this benefit, including brokerage, retirement, and Cash Management accounts.

Alternative or additionally, U.S. dollars and / or other currency at a brokerage account, deposit account, bank account or other financial storage entity can be exchanged for one or more SETLcoins in virtual wallet on the peer - to - peer network.»

Brokerage accounts are used to buy and sell stocks, bonds, mutual funds, ETFs, and other investments.

IRAs, Roth IRAs, and other retirement specific accounts offer tax advantages over a standard brokerage account.

If shares of our common stock are held on your behalf in a brokerage account or by a bank or other nominee, you are considered to be the beneficial owner of shares that are held in «street name,» and the Notice was forwarded to you by your broker or nominee, who is considered the stockholder of record with respect to those shares.

Crypto - related exchange - traded funds may allow for simpler trading through brokerage accounts, which would also contribute to hiked up prices for Bitcoin and other cryptocurrencies.

Alternatively, you may bring other proof of ownership, such as a brokerage account statement, which clearly shows your ownership of FedEx common stock as of the record date.

If your shares are held in an account at a brokerage firm, bank or other similar organization, please follow these instructions:

Basically, you'll pay a lot less in fees per trade and in annual «account maintenance fees» and other charges than you would with a traditional brokerage.

However, if you do have a live brokerage account at a compatible broker (such as Interactive Brokers, OptionsHouse, Gain Capital, or others), you can use our BrokerTransmit technology to «run your strategy» (submit buy and sell signals) by simply trading in your broker account, as you normally do.

Our researching parameters identifies pros and cons of the brokerage house and evaluates them on parameters like the parent company, the platform and the website, the bonuses and other benefits, the education and demo account, the deposits and withdrawal processes, the terms and conditions on the site, and above all, the customer service.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

Through brokerage account, on the other hand, you have to hire the services of professionals to do the buying and selling of shares on your behalf.

Ignoring any other assets you accumulated in life — your home equity, savings accounts, cars, personal investments in a brokerage account, annuities, businesses you started; disregard all of it — your 401 (k) balance alone would contain upward of $ 4,426,000.

Luckily for me, I honestly wasn't aware of the drop in the market simply because my mind was to say the least preoccupied with other life events, so when I opened up my brokerage account for the first time in weeks I was pretty surprised.

You and every other bloke who opens up an online brokerage account and reads a couple of books about «how to get rich in the stock market».

Depending on the brokerage you chose, some funds may cost less than others once you account for both expense ratios and trading fees, so take the time to pick the best options for you.

As a holding place for assets while waiting for other investment opportunities to arise (such as in the core position for your brokerage account)

Others send brokerage account owners through a maze of recorded messages before reaching a person.

Banks, brokerages and other financial services firms typically account for the bulk of new listings in the city, but have only comprised 23 percent of IPOs so far in 2017, weighed down by concerns over rising bad debt in China.

From there, you can try to increase your savings in other types of accounts such as brokerage accounts or high - yield savings accounts.

If you own common stock in street name, in order to gain entry you must present a government - issued photo identification and proof of beneficial stock ownership as of the record date, such as your Notice of Internet Availability of Proxy Materials, a copy of your proxy card or voting instruction form if you received one, or an account or brokerage statement or other similar evidence showing stock ownership as of the record date.

«Crypto - related exchange - traded funds may allow for simpler trading through brokerage accounts, which would also contribute to hiked up prices for bitcoin and other cryptocurrencies,» explains Chris Kline, co-founder and COO of BitcoinIRA.com.

Online brokerages frequently offer cash bonuses, promotions, and other incentives to entice new, and occasionally keep existing, account owners.

Online brokerages frequently offer cash bonuses, promotions, and other incentives to entice new, and occasionally keep existing, account... Read More

For those who are unfamiliar, covered calls let you make a deal with other traders who want to pay you cash upfront — money that goes straight into your brokerage account — for the opportunity to buy a stock you already own at a higher price.

There are three main types of costs associated with opening and using an online brokerage account to trade stocks or ETFs: trading fees, account maintenance, and other variable fees.

IRAs, Roth IRAs, and other retirement specific accounts offer tax advantages over a standard brokerage account.

Brokerage accounts are used to buy and sell stocks, bonds, mutual funds, ETFs, and other investments.

Your brokerage firm is also responsible for other services, such as account statements, confirmations of your purchases and sales of ProShares, and year - end tax information.

Unfortunately they're available only through an online TD account, not other brokerages.