Inter as option brokerage account


Factors that may result in additional time needed to transfer an account. Generally, transfers where the delivering entity is not a broker-dealer for example a bank, mutual fund, or credit union will take more time. In addition, transfers of accounts requiring a custodian, like an Individual Retirement Account or a Custodial Account for a minor child, may take additional time.

Many events, as described above, occur simultaneously during the account transfer process. Prior to moving accounts from one firm to another, it is always a good idea to review and understand the transfer process. In addition, communicate with the new firm and determine whether any specific policies or constraints might impact the transfer of your account. For example, if you have a margin account, you should ask if the new firm will accept a margin account and, if so, what are its minimum requirements.

In short, make sure the intended new firm is a good fit for you before you attempt to transfer the account. In addition, investors can become familiar with the account transfer process by discussing it with the new firm.

Ask questions, like the anticipated length of the transfer process given the specific type of account such as cash, margin, IRA, custodial and the assets held such as stocks, bonds, options, limited partnership interests. Inquire about anything that may cause a delay during the account transfer process. Ask how the firm informs customers that the transfer process is complete? Investors should also consider that buying and selling securities during the account transfer process often complicates and delays the transfer.

As a result, investors are best served if they avoid trading during the transfer process. For example, if ABC security is a volatile stock and you are concerned about not being able to sell your stock during the transfer process, you should consider selling ABC before entering the transfer request. Simple, transparent charges that guarantee value for money.

Free innovative tools and analysis to inform your decisions. The online self-selection tools make investing easy, saving me time and effort Real-time stock market data, reports and third-party analysis Morningstar tools to compare and select funds and ETFs Weekly newsletter with market outlook and Forex news Technical analysis from Trading Central Read more.

Personal service tailored for expatriate and international investors, just like you. I can count on quality, cross-border service to provide expert assistance Specialist expatriate knowledge US execution at the best available price One convenient account for up to 9 currencies Multi-lingual servicing, based in Luxembourg Read more.

Contact us [X] Contact us. I gain more access to international products and markets with a global leader. Investing with a leading name in international banking brings me peace of mind. Trade Stocks and ETFs on 18 international exchanges One multi-currency account for all your investments 16 years of international investor and expat experience Based in Luxembourg, known for investor protection Read more.

The online self-selection tools make investing easy, saving me time and effort. Real-time stock market data, reports and third-party analysis Morningstar tools to compare and select funds and ETFs Weekly newsletter with market outlook and Forex news Technical analysis from Trading Central Read more.

I can count on quality, cross-border service to provide expert assistance. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.

Options are a flexible investment tool that can help you take advantage of any market condition. With the ability to generate income, help limit risk or take advantage of your bullish or bearish forecast, options can help you achieve your investment goals.

Apply to Trade Options If you have questions about trading options, call Whether you are new to options or an experienced trader, Fidelity has the tools, expertise, and educational support to help improve your options trading. And with powerful research and idea generation at your fingertips, we can help you trade in the know. See how our pricing compares. Plus, get potential additional savings with Fidelity's price improvement. Be the first to know: And visit our Learning Center for helpful videos and webinars, or contact our Strategy Desk Specialist anytime with questions.

Our independent research and insights help you scan the markets for opportunities. Help improve your trades, from idea to execution. No matter where you trade or how you trade, we offer sophisticated options trading platforms to suit your needs at home, or on the go. With the ability to leverage and hedge, options can help limit risk, while offering unlimited profit potential. Learn how to start trading options today. Other conditions may apply. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing and Custody Solutions are subject to different commission schedules.

Options trading entails significant risk and is not appropriate for all investors.