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Getting Started

Getting Started
Categories

 - Introduction
 - Picking a Firm
 - Opening an Account
 - Types of Accounts
 - The Importance of Title
 - Placing an Order
 - Order Duration
 - The Entrance Fee
 - SIPC


   

 

 

 


Opening an Account

The main focus of this website is investment products; as such, brokerage firms will be emphasized in this section. Many of the concepts, however, apply to all the businesses.

Before opening an account or sending in money you need to do a reference check. NASD has a service that can check the reputation of a broker (account representative) and his firm; their telephone number is (800) 289-9999. This is a “must do,” even if you’re dealing with representatives who are family members!

Next review information on: The Types of Accounts.

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| Introduction to Fundamental Analysis | Income Statement Analysis | Balance Sheet Analysis | Cash Flow Analysis |
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