brokerage account — noun a fund that a customer has entrusted to a securities brokerage you can t get a brokerage account unless you have $20,000 • Hypernyms: ↑account, ↑business relationship • Hyponyms: ↑cash account, ↑margin account … Useful english dictionary
Brokerage Window — The ability to direct trading within a brokerage s offering through a retirement plan such as a 401(k). As opposed to being limited to the investment options within a sponsored 401(k), some investors have the option to set up a window , which… … Investment dictionary
Account Freeze — An action taken by a bank or brokerage that prevents any transactions from occurring in the account. Typically, any open transactions will be cancelled, and checks presented on a frozen account will not be honored. Account freezes can be… … Investment dictionary
Account Activity — A banking term that refers to any activity that creates a debit or credit in an account. In a bank account, this would include deposits and withdrawals. In a brokerage account, it would include buy and sell transactions, dividends, interest, etc … Investment dictionary
Account Statement — A periodic summary of account activity with a beginning date and an ending date. The most commonly known are checking account statements, usually provided monthly, and brokerage account statements, which are provided monthly or quarterly. Monthly … Investment dictionary
Account Number — The primary identifier for ownership of an account, whether a vendor account, a checking or brokerage account, or a loan account. An account number is used whether or not the identifier uses letters or numbers. At one time, it was common to use a … Investment dictionary
account — {{Roman}}I.{{/Roman}} noun 1 description ADJECTIVE ▪ brief, short ▪ blow by blow (informal), comprehensive, detailed, full, graphic ▪ … Collocations dictionary
Account History — All activity within an account, usually since inception. In a bank account, the account history includes all transactions initiated by the account holder as well as passive entries (such as interest on balances, which are credited to the account) … Investment dictionary
account executive — The brokerage firm employee who handles stock orders for clients. Bloomberg Financial Dictionary See: broker. Bloomberg Financial Dictionary * * * account executive account executive ➔ executive1 * * * account executive UK US noun [C] MARKETING ► … Financial and business terms
Account Aggregation — A process by which accounts are linked for the purpose of combining fees or to ease access for account holders. One form of account aggregation is householding, whereby all the savings, checking and brokerage accounts of a household are linked.… … Investment dictionary
