Sentences with phrase «total account balance»

Most of our competitors charge a percentage fee on your growing total account balance.

In most cases, this is the member's total account balance in the fund.

Verified details of transactions, including funds received and total account balances on all 600 active accounts.

TransUnion updated my score — which is GREAT, but still cite the following reasons — REASON 48 (too few active mortgage accounts), REASON 68 (Total account balances excluding mortgages is too high), REASON 06 (Bankcard account balances are too high in proportion to credit limits), and REASON 41 (Too fee recently opened bank installment loans).

RetireSMART app users already could use their smartphones to change how much they automatically contribute to their retirement plan each pay period as well as access information about their total account balance, balances by source and investment, vested balance by source, last contribution amount, asset allocation by investment and their personal rate of return.

The portion of each withdrawal that is subject to taxes and penalties is prorated based on the portion of the total account balance that comes from earnings; the rest is a nontaxable return of contributions.

This method involves selecting a set percentage of the total account balance, say 5 %, and using the calculated amount on each trade.

No transfer will be processed if: (1) any requested transfer is less than $ 100; (2) the total amount of all requested transfers exceeds the lesser of $ 7,500 or 75 % of your credit limit; or (3) charging the requested transfers to the customer's card account would cause the total account balance to exceed the credit limit.

** Dividends on Business Checking Accounts are calculated on a daily basis by multiplying the total account balance for the day (closing balance) by the applicable dividend rate for the day.

After retirement you can't contribute additional funds to your account and as one fund grows faster than the other that fund's balance will show a larger percentage of your total account balance.

Many student loan borrowers graduate without knowing how many student loans they have, who their lenders or servicers are, or even what their total account balance is.

While not all employers will allow loans from their 401 (k) plans, if yours does, you are typically allowed to borrow up to half of your total account balance, up to $ 50,000.

I'm not speaking to your employer match balance, but the total account balances of if you chose a traditional 401k or a Roth 401k.

The great thing about contributing a lot when you're young is that the ups and downs of the markets have little effect on your total account balance since you're contributing almost $ 700 every two weeks.

I decided a few years ago to measure my progress on this goal by my own contributions to my retirement accounts, not the total account balance.

As with a «normal» collection settlement, you can offer to pay the account for less than the total account balance as well.

Another aspect of good money management is risking a small percentage -LRB-.5 — 1 % or less) of your total account balance per trade.

Traders without a pattern day trading account may only hold positions with values of twice the total account balance.

A common formula for calculating is 3 - 5 % of the total account balance due / fees and interest + 1 % of the principal balance owed = your minimum payment.

Many experts recommend that novices should initially adopt a simple money management strategy, suggesting they never risk more than a pre-determined fixed amount of their total account balance on any single position.

There's no question why so many experts stress the importance of risking just a small percentage of a total account balance per position; periods of drawdown (consecutive losses) are inevitable in trading.

Investor Checking dividends are earned at a rate based on money market conditions, calculated daily, and paid monthly on the total account balance each day the balance is at least $ 1,000.

It's a simple calculation based on your total account balance on December 31 of the previous year divided by a «distribution period,» yielding a fixed percentage, based on age.

The big money happens years later when the account grows, then when the higher annual B & C - share 12b - 1 fees are applied as a percentage of the total account balance, which are much bigger, it eats away at your money more and more as time goes by.

In other words, you can contribute until your total account balance, including any earnings, reaches a certain level.

Indeed, the safest approach is to plan to take no more than 4 % of your total account balances out of your retirement accounts each year — and in a bad year, you may need to take less.

For example, once you hit 70 you might hike your planned account withdrawals up to 5 % or even 6 % of your total account balances, and at 80 you might go as high as 8 %.

So, let's say you had $ 20,000 in principal, $ 5,000 in gains, for a total account balance of $ 25,000.

It's not a big account, when $ 50.00 comes up to one / fifth of your total account balance (formerly $ 292.00 and now $ 242.00, no change in share valuation)- still, they promised No Hidden Fees and then billed me $ 50.00 for nothing!

For example, to purchase a ticket that is $ 324.09, you might use your total account balance of 6,238 UR points at a value of $ 77.98 and pay the $ 246.11 difference with your Chase credit card.

No transfer will be processed if: (1) the total amount of all requested transfers exceeds the lesser of $ 15,000 or 75 % of your credit limit; or (2) charging the requested transfers to your Card account would cause your total account balance to exceed your credit limit.

Verify details of client accounts, including funds received, expenditures, and total account balances