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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. 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 ...

  5. 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. [1]

  6. 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.

  7. Where to move your money when interest rates are poised to fall

    www.aol.com/finance/where-move-money-interest...

    With the Fed poised to cut interest rates next week, the ripple effect will show up in certificates of deposit and high-yield savings accounts, which currently offer rates of more than 5%.

  8. 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.

  9. What is a brokerage account? - AOL

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

    A brokerage account allows you to invest in stocks and other securities, while a bank account allows you to store money and earn interest via high-yield savings accounts or CDs. With a bank ...

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