Sentences with phrase «to manage the account»
"To manage the account" means to handle or oversee all aspects related to maintaining and controlling a particular account, which could be a bank account, a social media account, or any other type of account. Full definition
We have hundreds of separately managed accounts for high net worth individuals and families.
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We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.
* Successful in managing accounts with annual revenue exceeding by 10 to 18 %.
The convenience of managing your account online will make you wonder how you ever did it with paper statements.
The bank also offers free tools to help manage your account online.
Over the long run, the lower fee structure of the ETF far outweighs the benefit of a professionally managed account with a mutual fund.
This person will manage the accounts payable function, payroll function, monthly closing of accounts and preparation of reports in support of the financial statements.
Managed account programs are tricky in that there are so many moving parts.
Promoting new brands, presenting sales data and introducing promotional offers you will soon be responsible for managing accounts on your own.
We maintain a $ 2 million minimum account size for our separately managed account services.
And will also be used for separately managed accounts as well as exchange traded funds.
From there, select Manage your account from the menu and Transfer a balance from another credit card from the list of options.
Some of these authors probably have PR firms who help manage their account.
This separately managed account offers investors a diversified portfolio of investment - grade bonds and seeks to generate federally tax - exempt interest income, while limiting risk to principal over the long term.
Our professionally managed account offers investors a diversified portfolio of high - quality bonds, selected to generate federally tax - exempt interest income, while seeking to limit risk to principal.
Our guests can easily manage their accounts by signing charges to their room or paying by credit or debit card.
Besides that, you can manage your account through mobile and online banking.
This requires extra work from both plan sponsor and managed account provider in educating employees.
Additionally, our online banking puts the power to manage your accounts at your fingertips.
Once you decide on a card be sure to manage your account responsibly such as making sure to make all your payments are received on - time.
Managed accounting department and oversaw all billing activities for 7 staff personnel.
With a professionally managed account option, you can recommend an investment advisor to create an investment strategy that helps support your philanthropic goals.
Now, I can easily manage my accounts with one - click.
Many of these will give you discounts and benefits that make managing the account while on a college campus easier.
Responsibilities include managing a account base of vet clinics, building revenue, and maintaining current knowledge of competitors.
Managed account users have an average of 2 % of their balance in employer stock.
One key to using managed accounts correctly is positioning their advantages.
As a highly accomplished investment and finance professional with experience managing accounts, conducting productive client consultations, and implementing effective investment strategies, I am well prepared to surpass your expectations.
Fee - based advisors are cheaper because they do not actively manage my account, unlike mutual fund account managers.
You can also manage your account online — request distributions, make investment changes and contribute.
Innovative and creative manager with a proven track record in managing account operations.
This can look negative to future lenders because it shows them that you couldn't manage your accounts on your own.
An account manager is an individual who manages the account of the organization in which he works by working as a link between the customer and the organization.
Managed account strategies, while not appropriate for all, will help some employees increase retirement readiness.
Information in an identifiable form is used to monitor and manage accounting functions.
Being aware of these details will help you take full advantage of the transfer offer and manage your account better.
This client managed an accounting team of five at a manufacturing company.
Plus, our free electronic services make managing your account easy.
A robo - advisor is an algorithm - driven investment program that manages your accounts based on your preferences and goals.
Accounting clerks play vital roles in managing the accounting procedures of a company.
The important thing is to know they have a system and that they don't just manage accounts on an ad hoc basis.
Financial planning, wrap fee programs and unified managed accounts are common advisory services provided in the high net worth or retail and retirement markets.
We make it easier to manage your account anytime, and from anywhere with our online account management.
Your investment can be further customized with access to both well - known separately managed account managers and mutual funds — within one account.
Because they're managed by financial companies there is normally a wide selection of investment opportunities employees can choose from when managing their accounts.
The fund represents the consolidation of a collection of separately managed accounts which have been around since 2008.
You can also keep track of oil life and tire pressure, access vehicle features remotely, and manage account information all from your smartphone.
We specialize in managing discretionary strategies that are available to institutional wealth management platforms through separately managed account solutions.