Brokerage Account definition
Examples of Brokerage Account in a sentence
If the Shares are held in a Brokerage Account, or a Custodial Account like an ▇▇▇ or Pension Plan, please complete this Section 3.
An eligible account means either (1) a Schwab One® or Schwab General Brokerage Account held in your name or in the name of a revocable living trust where you are the grantor and trustee or (2) a Schwab Traditional, ▇▇▇▇ or Rollover IRA that is not managed by an independent investment advisor pursuant to a direct contractual relationship between you and such independent advisor.
An eligible account means either (1) a Schwab We may cancel your ▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Investor Credit Card® from American Express Card Account (Card Account) and participation in this program if you do not maintain an eligible One® or Schwab General Brokerage Account account.
The Sweep Program is described more fully in the Cash Sweep Program Disclosure Statement, which you will receive with your General or Basic Brokerage Account Agreement and Disclosure.
The Advantage Basic Account is an integrated group of financial services consisting of your Brokerage Account, a cash sweep program, and check writing features.