SIE podcast · Episode 16

Customer Accounts

48 min of listening
Trading, Accounts & Prohibited Activities. Free audio, ready to play in your browser.

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Follow along with
the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

Cash Accounts
Margin Accounts
Options Accounts
Discretionary vs. Non-Discretionary Accounts
Fee-Based vs. Commission-Based Accounts
Educational Accounts
Individual and Joint Accounts
Corporate and Institutional Accounts
Trust Accounts
Custodial Accounts (UTMA/UGMA)
Partnership Accounts
Retirement Accounts

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