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A custodial account is a financial account (such as a bank account, a trust fund or a brokerage account) set up for the benefit of a beneficiary, and administered by a responsible person, known as a legal guardian or custodian, who has a fiduciary obligation to the beneficiary. [1]
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.
Here’s how to transfer a brokerage account from one broker to another, how long it takes, and five things you should do to make the process as easy as possible.
Escrow is an account separate from the mortgage account where deposit of funds occurs for payment of certain conditions that apply to the mortgage, usually property taxes and insurance. The escrow agent has the duty to properly account for the escrow funds and ensure that usage of funds is explicitly for the purpose intended.
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Who should open a brokerage account. Brokerage accounts allow you to invest in securities like stocks and bonds beyond what you might be doing through retirement savings plans such as 401(k)s or ...