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

   www.aol.com/one-important-brokerage-account-move...

   But sometimes, investments don't work out. So if you have a losing stock sitting in your brokerage account, the time to sell it is now. Stocks sold at a loss can be used to offset capital gains ...

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

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

   Brokerage accounts are fairly simple to open through online brokers and can be a great way to invest in securities like stocks, bonds and ETFs beyond what you are contributing to retirement ...

5. 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.

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. Depository Trust Company - Wikipedia

   en.wikipedia.org/wiki/Depository_Trust_Company

   Participation in FAST (Fast Automated Securities Transfer) allows issuers, security holders and brokerage / clearing firms to move stock electronically between one another. Transfer agents, as limited participants, file for FAST participation. DTC approves each issuer on a merit review basis into this system.

8. Ask an Advisor: I'm 65 and Have 82% of My 401(k) in Stocks ...

   www.aol.com/ask-advisor-moving-stocks-bonds...

   In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? -Bob While it's not a satisfying answer, the real answer is that "it depends ...

9. 5 ways to use your brokerage like a savings account - AOL

   www.aol.com/finance/5-ways-brokerage-savings...

   A brokerage account is an account used to buy and sell publicly traded investments such as stocks, bonds, mutual funds and exchange-traded funds (ETFs). Other types of securities, such as ...