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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. Automated Customer Account Transfer Service - Wikipedia

    en.wikipedia.org/wiki/Automated_Customer_Account...

    Automated Customer Account Transfer Service (ACATS) is an almost entirely electronic system in the United States that executes the transfer of financial securities from a trading account at one institution to the trading account at another.

  4. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Transfer agents and broker/dealers are now required by law to report the gains or losses of any sales of covered shares to the IRS. Institutions transferring covered shares to another institution must transfer the basis for those shares within 15 days of transfer. Because FIFO and Spec ID require a complete lot history, institutions must ...

  5. How to donate stock to charity - AOL

    www.aol.com/finance/donate-stock-charity...

    With stock, the process can be as simple as transferring shares from one brokerage account to another, and you can go this route each year, if you want. However, you have another way to donate ...

  6. 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.

  7. Cede and Company - Wikipedia

    en.wikipedia.org/wiki/Cede_and_Company

    Cede and Company (also known as Cede and Co. or Cede & Co.) is a specialist United States financial institution that processes transfers of stock certificates on behalf of Depository Trust Company, the central securities depository used by the United States National Market System, which includes the New York Stock Exchange, and Nasdaq. [1]

  8. Best brokers for buying fractional shares in May 2024 - AOL

    www.aol.com/finance/best-brokers-fractional...

    Below Bankrate highlights online stock brokers that allow fractional shares to be traded and describes key details of each broker’s program and offering. Best online brokers for buying ...

  9. Depositary receipt - Wikipedia

    en.wikipedia.org/wiki/Depositary_receipt

    A depositary receipt typically requires a company to meet a stock exchange’s specific rules before listing its stock for sale. For example, a company must transfer shares to a brokerage house in its home country. Upon receipt, the brokerage uses a custodian connected to the international stock exchange for selling the depositary receipts ...

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