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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. Trading statement - Wikipedia

    en.wikipedia.org/wiki/Trading_statement

    The trading statement is an expanded version of sales portion of the Income statement. The trading statement's main objective is to determine sales, cost of sales and gross profit . [ 1 ] The trading statement it's part of effective book keeping within the accounting discipline .

  4. Financial accounting - Wikipedia

    en.wikipedia.org/wiki/Financial_accounting

    The statement can be used to help show the financial position of a company because liability accounts are external claims on the firm's assets while equity accounts are internal claims on the firm's assets. Accounting standards often set out a general format that companies are expected to follow when presenting their balance sheets.

  5. 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.

  6. How to deduct stock losses from your taxes - AOL

    www.aol.com/finance/deduct-stock-losses-taxes...

    Brokerage statements and tax forms like 1099-B are a good way to find this information. You can organize your records digitally using a spreadsheet or financial software. And make sure to ...

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

    www.aol.com/finance/brokerage-account-does...

    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.

  8. 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 ...

  9. 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 ...