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What are the steps to consider when enrolling your participating Brokerage
Account in the Broker Data Import Program as a newly hired professional?
Select the three responses that apply and then Submit.
Submit your completed authorization form directly to Independence &
Conflicts Network
Report and enable your brokerage account
If import will not occur by your deadline, report the investments
manually
Submit your completed authorization form directly to your broker

Sagot :

A brokerage account exists as an investment account that permits you to buy and sell a combination of investments, such as stocks, bonds, mutual funds, and ETFs.

What is  Brokerage Account?

A brokerage account exists as an investment account that permits you to buy and sell a combination of investments, such as stocks, bonds, mutual funds, and ETFs. Whether you're putting aside money for the future or keeping up for a big purchase, you can utilize your funds whenever and however you want.

Securities account sometimes understood as a brokerage account exists as an account that maintains financial assets such as securities on behalf of an investor with a bank, broker, or custodian. Investors and traders generally have a securities account with the broker or bank they utilize to buy and sell securities.

Broker Data Import Program (BDIP)–A component of the Tracking & Trading System that permits the professionals to acquire automatic downloads of their financial holdings from their official brokerage accounts.

  • Submit your completed authorization form directly to your broker
  • If import will not occur by your deadline, report the investments manually
  • Report and enable your brokerage account

To learn more about Brokerage Account refer to:

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