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2. How to move stocks and transfer brokerages, stress-free - AOL

   www.aol.com/finance/move-stocks-transfer...

   Money.ca explains how to transfer funds from one brokerage account to another. Skip to main content. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. Sign in. Mail ...

3. 8 best stock trading apps in 2025 - AOL

   www.aol.com/finance/8-best-stock-apps-may...

   Fees: Commission-free stock, ETF and crypto trades; $3.99 monthly inactivity fee for accounts with less than $70 and no activity over the last six months. Why we like it

4. How do you calculate cost basis on investments? - AOL

   www.aol.com/finance/calculate-cost-basis...

   The sale of stocks, mutual funds and most exchange-traded funds (ETFs) will generate a Form 1099-B from your broker that includes detailed cost basis information to help you report capital gains ...

5. Sweep account - Wikipedia

   en.wikipedia.org/wiki/Sweep_account

   A sweep account combines two or more accounts at a bank or a financial institution, moving funds between them in a predetermined manner. [1] Sweep accounts are useful in managing a steady cash flow between a cash account used to make scheduled payments, and an investment account where the cash is able to accrue a higher return.

6. The One Important Brokerage Account Move You Must Make ... - AOL

   www.aol.com/finance/one-important-brokerage...

   Have investments in a brokerage account? Read on to see why selling some might make sense before 2024 comes to an end.

7. Portfolio margin - Wikipedia

   en.wikipedia.org/wiki/Portfolio_margin

   In order to qualify for a portfolio margin account, a broker-dealer customer must meet the minimum equity guidelines as set by FINRA: $100,000 for customers of firms that have real-time intra-day monitoring systems, $150,000 for customers of firms without real-time intra-day monitoring systems, and $500,000 for Prime Broker customers or ...

8. How much should you keep in a high-yield savings account? - AOL

   www.aol.com/finance/how-much-in-high-yield...

   This approach involves building a balanced portfolio with a brokerage or investment account, an exchange or a trusted financial advisor that includes a mix of stocks, bonds, index funds, mutual ...

9. Stock transfer agent - Wikipedia

   en.wikipedia.org/wiki/Stock_transfer_agent

   A stock transfer agent, transfer agent, share registry or transfer agency is an entity, usually a third-party firm unrelated to security transactions, that manages the change in ownership of company stock or investment fund shares, maintains a register of ownership and acts as paying agent for the payment of dividends and other distributions to investors.