Understanding ACATS and how it facilitates the transfer of assets between brokerages.
A Broker-Dealer is a financial entity involved in the business of buying and selling securities for its own account and its customers.
Understanding the costs of hiring a broker – every penny counts, or they may just be counting the pennies!
A middleman in financial transactions, connecting buyers and sellers.
Understanding the mechanics and humor behind the debit balance in margin trading.
Form 1099-B: Proceeds From Broker and Barter Exchange Transactions - Tracking Your Gains and Losses with a Smile
A GTW order expires at the end of the current week if not executed.
An essential inventory for short-sellers: stocks that others struggle to borrow!
A margin account is a brokerage account that allows traders to borrow money from their broker to purchase stocks or other financial products.
Discover what margin loan availability means and how it works when purchasing securities.
A non-purpose loan is an alternative type of loan that allows investors to borrow while still enjoying the benefits of their investment portfolio.
An omnibus account allows for managed trades of more than one person, maintaining anonymity while enabling trading efficiency.
A retail investor, also known as an individual investor, is a non-professional investor who buys and sells securities for personal accounts.
The ins and outs of loaning your toys... I mean, securities.
A financial professional who executes orders in the market on behalf of clients.
A financial term that describes interactions involving a seller, a buyer, and an additional unrelated party.
Understanding the various types of brokerage accounts available to investors.
