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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.
For example, in the context of the Individual Retirement Account (IRA), a brokerage firm distinguishes its custodial account IRAs from trust IRAs when seeking IRS tax approval for an IRA plan which is part of a brokerage account agreement. The treatment of a brokerage account based IRA as a trust for tax purposes is largely a legal fiction.
The best brokerage account depends on your needs, like trading frequency, investment types and user experience. Some of the top brokerage accounts to consider are E-Trade, Charles Schwab and Fidelity.
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 ...
In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts.For example, an SMA may be an individual managed investment account; these are often offered by a brokerage firm through one of their brokers or financial consultants and managed by independent investment management firms (often called money managers for short ...
BROKERAGE. MONTHLY MAINTENANCE FEE. ATM FEES. DEBIT CARD. CHECKS. Fidelity (cash management account) None. Reimbursed for any ATM charges in the U.S. Visa debit card is available