Sentences with phrase «types of mutual fund accounts»

Provided informational support from incoming phone calls from brokers or shareholders requesting redemptions, transfers, or reinvestments of dividends on IRA's or other types of mutual fund accounts.

Not exact matches

Retirement accounts are not a type of investment, like the others listed above, but rather, a type of account in which you can buy stocks, bonds, mutual funds, ETFs and other investments.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

TD will help find the right Tax - Free Savings solution for every type of investor from high interest savings accounts, term deposits, and mutual funds

You can invest in many types of securities in your HSBC InvestDirect account, including Canadian and U.S. equities and options, mutual funds, bonds, money market instruments and foreign equities.

The problem, of course, is how we loosely use the term dividends to describe any type of payout from stocks, mutual funds, savings accounts, or other investments.

Q: I'm wondering what type of securities you would recommend to hold within a non-registered account: stocks, ETFs, mutual funds, GICs?

RRIFs are similar to RRSPs, in that they are tax - sheltered accounts that can hold any type of investment, such as GICs, exchange - traded funds (ETFs) and mutual funds.

And then that's where you start funding, you know, mutual funds or stocks or bonds outside of any type of retirement accounts.

One of the biggest benefits of an IRA is that it offers access to a virtually unlimited number and type of investments, giving you much more control over your retirement savings destiny: You can bargain - shop for low - cost index mutual funds and ETFs instead of being restricted to the offerings in a workplace retirement account, and you can avoid paying the administrative fees that many 401 (k) plans charge.

Good faith margin account: Type of account allowed under Reg T for margin transactions in exempt securities, non-equity securities, money market mutual fund shares, or shares in a mutual fund that has at least 95 % of its assets continuously invested in exempted securities.

'» Whatthey don't understand is RRSPs are simply a type of account: they can hold a long list of investments, from stocks, bonds and GICs to mutual funds and ETFs.

In addition to the fees described above (except for margin rates, futures commissions, paper statement fees, and alternative investment fees that are not applicable to these types of ERISA plan accounts), E * TRADE may also receive direct compensation in the form of sales loads for the purchase and sale of certain mutual fund shares purchased for the plan.

This type of account allows you to track stock / bonds / mutual funds investments and possibly other investments you may own.

Retirement accounts are not a type of investment, like the others listed above, but rather, a type of account in which you can buy stocks, bonds, mutual funds, ETFs and other investments.

Variable Universal Life (VUL) is defined as a type of permanent insurance policy, in which the cash value can be invested into different accounts consisting, for example, of stocks, bonds and mutual funds.

The account holder can use the money in these accounts to invest in all types of financial securities: such as stocks, bonds and mutual funds.

In order to invest in mutual funds, you will have to open either one of three types of bank accounts because all investments must be in Rupee.

and since this is a forum on TFSA's i am curious about whether or not mutual funds are a good idea for this type of account since i only have mutuals in RRSP's....

By setting up this type of account, you will be able to not only invest in mutual funds, but you can also invest in very specific overseas companies.

The IRA or individual retirement account is seen as one of the best ways to save up for a secure financial future period over the years comma people have moved outside of the traditional investments such as mutual funds and stocks, looking at many different types of asset as well.

The account holder can use the money in the IRA to invest in all types of financial securities: such as stocks, bonds and mutual funds.

Individual Retirement Accounts can be cashed out like standard accounts such as brokerage accounts or mutual fund accounts but depending on the type of IRA there might be penalties or other tax implications based on the type of IRA, the age of the account holder and whether there are qualifying exemptions.

If you have online access to your mutual fund account on its website, it will most likely have a tool called something like «Personal rate of return» and this will provide you with the same calculations without your having to type in all the data by hand.

Get the details on the various types of brokerage accounts that let you sell stocks, mutual funds, and ETFs, and learn how to choose one that suits your needs.

Speak to a bank, brokerage or mutual fund company to open the type of account you have chosen.

A note related to Jane's posting — I was explained that TD offer three types of investment accounts — GIC, TD Mutual Funds and TD Watrerhouse ones.

The MFDA rules apply to all mutual fund dealers that are affiliated with Canadian banks, so a similar account opening process is in place amongst these types of financial services firms across Canada.

In The Investor's Toolbox, you're introduced to stocks, bonds, mutual funds and other categories of investments, as well as different types of investment accounts.

Other liquid assets include, checking and savings funds, IRA and investment accounts, pension funds, trust funds, mutual accounts, brokerage accounts, certificates of deposit, and other types of accounts considered acceptable by the underwriter.

UTMA accounts can be used to hold any type of asset, including stocks, bonds, mutual funds, real estate, and, of course, CDs.

I am aware that there are some basic tax implications with any mutual funds for this type of account.

This can be a stock, bond mutual fund or any other type of security that you hold in a taxable retail account that has depreciated in price since the time of purchase.

Here for example is the type of allegations and settlements disclosed against the firm Edward Jones in 2015: «The firm was censured and agreed to pay $ 13.5 million including interest in restitution to eligible customers... that had not received available sales charge waivers... since 2009, approximately 18,000 accounts purchased mutual fund shares for which an available sales charge waiver was not applied.»

Mutual Funds are exactly that a plural word meaning more than one mutual fund and to be exact a «portfolio» of Mutual Funds is the true meaning when by all accounts there is some type of balance or asset allocMutual Funds are exactly that a plural word meaning more than one mutual fund and to be exact a «portfolio» of Mutual Funds is the true meaning when by all accounts there is some type of balance or asset allocmutual fund and to be exact a «portfolio» of Mutual Funds is the true meaning when by all accounts there is some type of balance or asset allocMutual Funds is the true meaning when by all accounts there is some type of balance or asset allocation.

This type of universal life policy allows you to manage different types of mutual funds directly through what's called «separate accounts» with the cash value that your policy has built..

Variable universal life insurance is essentially universal life insurance that includes an option to «invest» cash values in mutual fund type accounts that are made up of stocks and bonds.

A type of permanent life insurance that provides term life insurance coverage as an annual renewable term policy while combined with a cash account that can generate cash value through using financial vehicles like money market accounts, index funds, or mutual funds depending on the type of Universal Life policies.

Variable Universal Life (VUL) is defined as a type of permanent insurance policy, in which the cash value can be invested into different accounts consisting, for example, of stocks, bonds and mutual funds.

Summary: * 8 + years of extensive accounting experience with Master - Feeder and Fund of Funds structured Private Equity Funds, Alternative Assets Hedge Funds, as well Open - and Closed - end Mutual Funds comprised of bonds, stocks, RIBs, TOBs, swaps, futures, AMPS, commercial papers, anticipation notes and other types of securities and derivatives * Demonstrated talent for analyzing and solving complex issues under challenging...

For the mutual funds with USAA, it depends on the type of account they are in.