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全部话题 - 话题: brokerages
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h******n
发帖数: 106
1
任何时候开都可以。因为已过4月15,现在只能开2015年的。
4月15前可以开2014和2015的。
跟brokerage要求开traditional IRA。
brokerage firm 不管你可不可以抵税。报税是你自己的事。
下面这篇文章有详细的指南。包括要填的8606 表。
http://thefinancebuff.com/the-backdoor-roth-ira-a-complete-how-
m**********5
发帖数: 34
2
来自主题: Investment版 - vanguard traditional转roth ira怎么操作
请问具体怎么操作?小白一只,初来驾到。注册了vanguard账户,各种选项看得云里雾
里。没有发掘到比较清楚的帖子,如果已经有了给个传送门也感激不尽。
我现在是Traditional IRA Brokerage Account,5500的max contribution还在
transfer。看见有"Convert to Roth IRA"的选项,点了系统要我先开一个新Roth
Brokerage IRA account。请问我是现在就开么?还是要等转款找到位了,或者选好了
fund以后?
b*********n
发帖数: 182
3
来自主题: Investment版 - 问几个初级问题:
如果想通过Varguard买股票,是必须有一个brokerage account吗?目前有一个
vanguard账号,但是主要卖mutual fund. 需要再开一个brokerage account? 需要额外
付费吗?
如果买股票,是按交易次数收手续费还是有expense ratio之类的东东?
近日股神巴菲特大笔买入psx 66股票,大家觉得应该跟吗?欢迎大侠们大力指导!
i*******1
发帖数: 14
4
See job description below. I happen to know the hiring manager. Will be more
than happy to help forward resume for suitable candidates. Sorry can't
consider OPT at the moment, only H1-B or better. Please send me email if
interest.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Credit Analyst for Central Counterparties and Clearing Risk
• Perform due diligence and credit analysis on Central
Counterparties (CCPs). Identify strengths and weaknesses and make
recommendations. Presen... 阅读全帖
u********s
发帖数: 1047
5
来自主题: JobHunting版 - 公司的股票可以卖吗?
公司自己又不管理股票,你的股票帐户也是在brokerage那边,你有brokerage帐号就行
f******A
发帖数: 11
6
来自主题: JobMarket版 - Full-time Office Job
C&C Customs Brokerage Inc. is seeking a full time candidate. The company
provides its employees group retirement benefits and offers this position
performance based bonus. http://status.cc-customs-brokerage.com/company.html.
Essential Duties and Responsibilities
Reviews, revises and verifies Customs entries
Coordinates the progress of freight pick up and delivery to corresponding
consignees.
Follows up with customers in a timely fashion
Performs other duties as assigned.
Job Requirements
Detaile... 阅读全帖
k********o
发帖数: 236
7
IB Tech - Prime Brokerage & Equity Finance -Developer - Associate - NY
Description
Prime Brokerage & Equity Finance Technology team is looking for two Java
Developers. This role involves working with PB business teams and other IB
technology professionals. Candidate will design and develop client facing
solutions that have a high-level of integration with data providers: trades,
activity and position repositories. Technology solutions will include user
interface, messaging, business logic, and ... 阅读全帖
f******A
发帖数: 11
8
来自主题: JobMarket版 - Office Job opportunity near LAX
C&C Customs Brokerage Inc. is seeking a full time candidate. The company
offers this position performance based bonus. http://www.cc-chb.com
we only consider local candidates only.
Essential Duties and Responsibilities
- Reviews, revises and verifies Customs entries
- Coordinates the progress of freight pick up and delivery to corresponding
consignees.
- Follows up with customers in a timely fashion
- Performs other duties as assigned.
Job Requirements
- Have 1 yr Customs brokerage experience
- ... 阅读全帖
m**********t
发帖数: 385
9
中信证券邀请您参加2014年北美校园宣讲
CITICS 2014 Campus Recruitment and Summer Intern Recruitment
1.2014年校园招聘部门
Positions (2014 Campus Recruitment)
投资银行委员会、研究部、固定收益部、风险管理部、经纪业务发展管理委员会、证券
金融业务线、另类投资业务线、资金运营部、清算部、合规部、法律部
Investment Banking, Research, Fixed Income, Risk Management, Brokerage,
Prime Services, Alternative Investments, Treasury, Compliance, Legal,
Clearing & Settlement.
2.2014年暑期实习生招聘部门
Positions (2014 Summer Intern Recruitment)
投资银行委员会、研究部、固定收益部、风险管理部、经纪业务发展管理委员会、证券
金融业务线、资金运营部、法律部、清算部
Investment Ba... 阅读全帖
f********n
发帖数: 13
10
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with
one-on-one access to trading and operations, so that our clients are assured
the highest ... 阅读全帖
f********n
发帖数: 13
11
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with
one-on-one access to trading and operations, so that our clients are assured
the highest ... 阅读全帖
f********n
发帖数: 13
12
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with
one-on-one access to trading and operations, so that our clients are assured
the highest ... 阅读全帖
f********n
发帖数: 13
13
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with
one-on-one access to trading and operations, so that our clients are assured
the highest ... 阅读全帖
f********n
发帖数: 13
14
Rapidly growing prestigious Wall Street Firm seeking brokers/broker trainees
NYC.
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with
one-on-... 阅读全帖
f********n
发帖数: 13
15
Must be Motivated, Goal Oriented, and Confident with Strong Communication
Skills.
• Comprehensive Paid Training
• Series 7, 63, and other Securities License Sponsorship
• Generous Pay Out
• Incentive Programs
About National:
Established in 1947, National Securities is a full service, independent,
brokerage firm. We offer a comprehensive range of products, coupled with one
-on-one access to trading and operations, so that our clients are assured
the highest... 阅读全帖
o****y
发帖数: 91
16
在一个网站上查到的房子,分别标出了sales contact(包括contact name,brokerage,
contact number),还有个listing courtesy of (包括agent, brokerage)。糊涂了
,望指教。多谢~
c****s
发帖数: 834
17
Thanks TodayEscape and philippes. Before I signed the non-exclusive buyer
agency agreement with her, she told me that I was not committed to herself.
In the agreement, it is mentioned that “This agreement does not obligate
buyer to pay a brokerage fee or assume the payment of a brokerage fee to
Firm. Buyer acknowledge and understand that Firm expects to receive and will
seek a fee for Firm’s service under an offer of compensation from a
cooperating seller/listing firm”.
Since it was stated in th
c****s
发帖数: 834
18
What about my case? My buyer agreement states that the buyer is not
obligated to pay a brokerage fee or assume the payment of a brokerage fee to
the firm.
j***b
发帖数: 5901
19
来自主题: Living版 - 卖房子找realtor的作用大吗?
I don't agree with many of the posters here who jump to the conclusion that the house didn't get sold because of FSBO. Tons of realtors can't get their listings sold.
For many buyers, whether it's FSBO or by agent doesn't make a difference. If it's on the list, they will see it. At leas that's the case for me when I shopped.
Agents aren't gods. It's not like once a property is under their care, it will suddenly glow. Here we have tons of listings sit their forever with signs from various brokera... 阅读全帖
m*f
发帖数: 8162
20
我说的是buyer......
agent不给rebate,狠多时候是所在的brokerage决定的,在新泽西,这些brokerage
很大程度上垄断房地产交易中介,所以他们也不在乎,所以我非常憎恶在新泽西的房产
中介这个行业,觉得这个行业灰常灰常邪恶。当然这是总体印象,我还是知道的几个不
错的中介的。。。
j*****1
发帖数: 1107
21
来自主题: Living版 - 扩建和税
我们房子扩建开始的时候我就问过村里的tax department,关于增加面积增加value后
怎么重新估税的问题。 几个老太太笑话我说哪有业主自动要求加税的,说不用我做任
何事,村里自动会把我的情况反映到县里,county里自然有人会找我。
后来结束后我又跟村里核实了一遍,村里说village tax不用我操心。但是建议我打听
county tax怎么个弄法。我打电话到county assessment department,说了我的情况,
问她们什么时候update total square footage/assessed value/tax。电话那边说“i
don't know what you want”,就是以前没有遇到过我这么上赶着要给自己加税的。最
后说会给我寄一个tax abatement application form。至于updating public record这
些事情,说是要等到年底。
我们county的这些公共信息里有一栏是“remodeled in____”,感觉这种信息不是今年
加建了今年就update,滞后挺久的,怎么也得半年一年。
如果要卖房子... 阅读全帖
z***e
发帖数: 1757
22
仔细看redfin或zillow,上面都会有是哪个brokerage list的,然后到那个brokerage
的网站上找。
a****t
发帖数: 1056
23
Usually there is a broker name and brokerage firm name on redfin, sometimes,
phone number is also listed.
google broker name and brokerage firm name
Y******u
发帖数: 1912
24
来自主题: Living版 - 布鲁克林房价创新高
"Apartment rents in Brooklyn have also accelerated, jumping
14 percent in June from a year earlier to a median of $2,737,
the highest in records dating to 2008, Miller Samuel and Douglas
Elliman said in a separate report today. In Manhattan, rents
climbed 1.9 percent last month to $3,195, putting them 2.1
percent from the previous peak reached at the end of 2006."
“At one open house on a weekend, it literally looked like
a tour bus just unloaded in front of the place,” said Lang, a
29-year-old l... 阅读全帖
u*e
发帖数: 965
25
http://finance.yahoo.com/education/real_estate/article/101456/1
10 Things Your Real Estate Broker Will Not Tell You
----------------------------------------------------------------------------
----
.1. "Your open house is really a party for me."
Hire a real estate broker to sell your home and one of the first things he'
ll likely suggest is hosting an open house, so potential buyers can casually
check out your property on a weekend afternoon. While open houses are
promoted as a great way of find... 阅读全帖
s**********y
发帖数: 144
26
Agent 发来这个表。以前买房没有这个。
看起来并不是告诉我们这个房子有没有mold,而是像个例行通告。我的理解不知道是否
正确? 谢谢。
COLORADO MOLD DISCLOSURE ADDENDUM
1.Properties in Colorado may have either toxic (harmful) or non-toxic (not
harmful) mold.
2.There is a good probability that mold exists in the next property that you
will buy or rent.
3.Generally, new homeowner’s and renter’s insurance policies are excluding
loss due to mold.
4.Some types of mold can cause serious health problems and even death for
certain individuals.
5.Not all types of... 阅读全帖
z****l
发帖数: 5282
27
☆─────────────────────────────────────☆
nowater2006 (nowater) 于 (Wed Nov 14 10:03:55 2007) 提到:
首先感谢Fidelity和evolution提供这样的优惠和操作步骤。
但既然发问的这么多,肯定不是大家弱智,而时有的地方讲得不够清楚。看了N遍FAQ也
还是没有完全搞懂400到底怎样拿到手的。至少我从来没有看到哪里需要填入AA的信息。
我申请了一个Brokerage帐号,转了10000进去,现在到了100。接下来该干嘛呢?是继
续等第二个100和里程呢?还是该申请smartcash?
还请大家明示,多谢。
☆─────────────────────────────────────☆
lnm (Inm) 于 (Wed Nov 14 10:20:14 2007) 提到:
你既然已经开了brokerage账户,如果是按照攻略走的话,那你应该填了UA或者是AA的
信息。

息。
☆─────────────────────────────────────☆
nowater200
z****l
发帖数: 5282
28
☆─────────────────────────────────────☆
horiba (horiba) 于 (Thu Dec 13 05:49:08 2007) 提到:
Follow the procedures,
11/18 Opened both Brokerage and SmartCash account.
12/3 Funded broker acct with $10k from Citibank.
12/5 $200 and 15000 UA miles showed up
12/10 Transfer $10k from Broker to SmartCash
12/12 2x$100 showed up
Once all the bonus settle, I am planning to transfer the $10k from SmartCash
to Citi and back to brokerage to earn addtional mileages. Hopefully, I can
meet the $50k
p****x
发帖数: 4260
29
☆─────────────────────────────────────☆
seekfar (沉吟至今) 于 (Fri Feb 29 22:27:18 2008) 提到:
大家好,小弟最近刚回国。但是现在还保留了美国的BOA,CapitalOne的checking
account,同时Etrade, TDAmeritrade的brokerage account上面还有大量的美元。我现
在想转大概2,3万美元到我国内建行的人民币账户上。根据我的考古,有如下方式可行:
1)在网上把brokerage account里面的现金转到BOA,然后每天在建行取6000块钱,连续
重复此操作一个月(寒。。。。。。);
2)同样在网上把现金转到BOA,然后自己给自己写一张3万美元的check(不知道这样要
花多少时间,有没有额度限制?)。
请问应该怎样操作最方便快捷呢??
谢谢大家乐
☆─────────────────────────────────────☆
Armageddon (风) 于 (Fri Feb 29 22:39:38 2008) 提到:
wire trans
d*****2
发帖数: 91
30
来自主题: Money版 - Fidelity AMEX 卡是所有都2%吗?
看介绍写的是:Earn 2% on purchases to invest into your Fidelity account.
Connect it to a mySmart Cash Account ® or brokerage account.Earn rewards
by using your card for regular expenses, like gas and groceries.
是不是只有gas和groceries是2%?有用过的吗?
另外好像不用brokerage账户,只要有mysmart cash account就行了。
x****c
发帖数: 25662
31
例如
8月statement的点数
出9月statement的时候转为cash存到brokerage one account里。

brokerag
是f
m***r
发帖数: 680
32
来自主题: Money版 - 请问fidelity赚bonus miles
有几个问题问下,
怎么样从boachecking转钱到这个brokerage acct才没有或者比较低 fee?
拿到bonus后怎么转出去呢,比如转到mysmart cash,用billpay,electronic
transfer?
如果开了这个brokerage账号,又开fidelity的mysmart cash是不是就会有2个hard
pull?
s*****c
发帖数: 5202
33
brokerage account只是用来接收cash back的.
只开CC同样积累cash back,可以保留五年,你五年之内开个brokerage account都成
i*n
发帖数: 649
34
来自主题: Money版 - 如何申请schwab credit card?
记得有人说过credit 一个hard,brokerage account一个hard,也就是2个hard pull,
忘记先开credit还是brokerage可以避免这个问题,想省一个hard,有大牛指点一下吗
n******n
发帖数: 12088
35
来自主题: Money版 - Schwab很土
另外这个2%信用卡是需要brokerage就行呢,还是checking account加brokerage?
p**e
发帖数: 676
36
来自主题: Money版 - Schwab很土
今天收到Credit card,按指示接着申请了brokerage account. 但是登录以后只能看到
Brokerage账户,看不到信用卡账户。怎么回事?
l*h
发帖数: 4124
37
来自主题: Money版 - schwab cc问题
这个卡是靠brokerage帐号补贴的,你如果brokerage帐号基本是空的而又花的多,就会
被判定为赔钱的帐号,时间长了就要被关掉。
a*****s
发帖数: 8146
38
星期五网上申请的.今天打电话来证实信息.给了$8200CL.
上次申请的时候没有申请brokerage帐号.请问有经验的朋友是现在申请brokerage帐号
还是等收到卡在申请?link在一起要打电话吗?谢谢.
PS: Checking account好像也不错但是再申请又要一个pull不知道值不值得.
g****v
发帖数: 26
39
信用卡已经申请了而且批了, 但是还没有申请brokerage 账号, 等以后再开brokerage
账号行不行? 比如四月以后?

https://wwwa.applyonlinenow.com/USCCapp/Ctl/entry?sc=UAAS36
原来FW里面的链接失效了
http://www.fatwallet.com/forums/topic_view.php?catid=52&threadid=883571&start=0
谣传过着这个月底,可能就不受理新申请了,需要的抓紧,没几天功夫了
n*******e
发帖数: 4894
40
为啥要brokerage帐号?

brokerage
i********a
发帖数: 177
41
申请了那个fidelity的那个AA的里程promotion,查了精华区没找到如何从Fidelity的
brokerage存取钱,如果从BOA存钱进去再取钱回来怎样才能不收费?查过以前帖子说是
Fidelity brokerage的money transfer是不要钱的,那如何从BOA存进去呢?请指教,多谢
!
y****n
发帖数: 3697
42
来自主题: Money版 - Schwab批了
我的也批准了,仅仅brokerage就够了吧?checking不需要吧?
刚刚申请成功了brokerage account,登录进去,但是里面没有信用卡账户
y*****y
发帖数: 413
43
这个似乎是给brokerage account的,如果已经有brokerage account,开个
mysmartcash account能拿这些mileage 吗?
f****y
发帖数: 921
44
来自主题: Money版 - fidelity挣了UA mileage的看过来
offer要求必须是open a retail Fidelity brokerage account。是不是开个my smart
cash就可以了?这是我在网页上看见的:
The mySmart Cash Account is a brokerage account designed to meet your
everyday spending needs.
哪位能确认一下?
y******5
发帖数: 788
45
刚申请了一个传说中的2% on everthing的Fidelity investment rewards AMEX card.
有几个简单问题,请高手帮解答一下。
第一问,看到要earn rewards,需要完成一项是add to your investment savings by
earning points for every net retail purchase charged to this card.
问一下这里的add to your investment savings,是怎么个add法?
第二问,我现在用这个卡是不是已经可以拿2%reward了,还是必须先开Fidelity
brokerage account才能有2%reward
第三问,Fidelity Brokerage Account需要什么额外的费用吗,有开户最低存款数额吗?
谢谢!
h********a
发帖数: 6364
46
1. 如果cc和 brokerage账号联系起来,获得的点数会自动每个月
存进去
2。没有联系brokerage的话,花12500块攒25000点可以换成支票寄给你
3。没额外费用

card.
吗?
E*******r
发帖数: 2710
47
你没辙....
Quote from Wiki:
IBAN wire transfers are not completely free of vulnerabilities. Every
intermediate bank that handles a wire transaction can take a fee directly
out of the wire payload (the assets being transferred) without the account
holders knowledge or consent. There is no legislation or technical means to
protect customers from this practice. If bank S is the sending bank (or
brokerage), and bank R is the receiving bank (or brokerage), and bank I1, I2
, and I3 are intermediary banks
m*******r
发帖数: 24
48
1.我目前没有任何fidelity的帐号,如果要拿到UA Mileage的里程的话是不是只要开一
个brokerage account, 然后从我
HSBC的帐号pull所需的钱就可以了?这个brokerage account开mysmart cash account
可以吗?
2.我想申请Fidelity的2% Amex卡,是先申信用卡还是先拿里程?这个信用卡好申吗?
s*****n
发帖数: 2174
49
Fid家的brokerage账户(包括mysmart cash)超级赞的,
我觉得比2%的CC本身的价值还高.
不要光纠结于那2%啊. CB直接反到brokerage账户里, 一样等同于现金.
比索要支票方便多了, 你拿了支票不是还是要到某个银行去存进去?

Fidelity
Card.
y*****p
发帖数: 733
50
来自主题: Money版 - fidelity AMEX 2%
我原来跟风开了一个fidelity Brokerage账号,上面放了250刀,一直没有动过。
现在收到fidelity 2% AMEX邀请,不知道值不值得开。
一是 Brokerage账号的钱不能动,二是很多地方不收AMEX卡.
大家都开它吗?
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