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  2. Securities account - Wikipedia

    en.wikipedia.org/wiki/Securities_account

    A securities account, sometimes known as a brokerage account, is an account which holds financial assets such as securities on behalf of an investor with a bank, broker or custodian. Investors and traders typically have a securities account with the broker or bank they use to buy and sell securities.

  3. List of business and finance abbreviations - Wikipedia

    en.wikipedia.org/wiki/List_of_business_and...

    For example, $225K would be understood to mean $225,000, and $3.6K would be understood to mean $3,600. Multiple K's are not commonly used to represent larger numbers. In other words, it would look odd to use $1.2KK to represent $1,200,000. Ke – Is used as an abbreviation for Cost of Equity (COE).

  4. How to prep your investment tax documents for tax day - AOL

    www.aol.com/finance/prep-investment-tax...

    A 1099-INT may appear on your brokerage statement: It can be easy to overlook, but your broker typically has a 1099-INT for interest payments, so record that income.

  5. What Is a Brokerage Account and How Does It Work? - AOL

    www.aol.com/brokerage-account-does-215342405.html

    Brokerage accounts let investors buy or sell stocks, mutual funds and other assets. Learn about types of brokerage accounts and what to consider before opening one.

  6. Custodial account - Wikipedia

    en.wikipedia.org/wiki/Custodial_Account

    The treatment of a brokerage account based IRA as a trust for tax purposes is largely a legal fiction. If Article 8 is set aside and the brokerage account is considered purely under principles of common law , there is a possibility of construing the collection of brokerage accounts in the intermediated custodial holding chain as a collection of ...

  7. What is a brokerage account? - AOL

    www.aol.com/finance/brokerage-account-213423964.html

    A brokerage account is a type of financial account that allows you to trade investments. With a brokerage account, you can buy and sell assets such as stocks, bonds, mutual funds, CDs and ETFs ...

  8. How to open a brokerage account: Step-by-step instructions - AOL

    www.aol.com/finance/open-brokerage-account-step...

    A brokerage account is an account that allows you to buy and sell securities like stocks, bonds, mutual funds and ETFs. By investing in these assets through a brokerage account, you can build ...

  9. Special memorandum account - Wikipedia

    en.wikipedia.org/wiki/Special_Memorandum_Account

    Special memorandum account (SMA) [1] is a margin credit account used for calculating US Regulation T requirements on brokerage accounts. In addition to Initial Margin and Maintenance Margin requirements, the SMA ledger is used to lock in unrealized gains that augment the client's buying power.

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