- Branche: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
Withdrawals are disbursements of funds leaving Merrill Lynch. This includes checks, distributions, and fund movements as part of an ACATs transfer out.
Industry:Financial services
The lowest percentage return measured during any consecutive three month period during the last 3 years. This figure includes dividends or interest payments and capital gains or losses, but excludes sales charges or loads, redemption fees and taxes.
Industry:Financial services
A feature that provides a view of an account's activity for particular Year-End Tax Information. Year-End Tax Information includes: Year-End 1099 Summaries, Year-End Original Issue Discount Detail, Year-End Gross Proceeds Detail, Year-End Gain/Loss Detail FIFO and Year-End Gain/Loss Detail AVG.
Industry:Financial services
A feature that provides a view of an account's activity for a particular year-end transaction type. Year-End Transaction Categories include: Year-end 1099 Summaries, Year-end Original Issue Discount Detail, Year-end Gross Proceeds Detail, Year-end Gain/Loss Detail FIFO and Year-end Gain/Loss Detail AVG.
Industry:Financial services
Total Portfolio Value of the account as of the last business day of the year.
Industry:Financial services
The year-to-date total of W-2 taxes you have paid on income generated through employee stock option exercises.
Industry:Financial services
The percentage rate of return paid on a stock in the form of dividends, or the effective rate of interest paid on a bond or note.
Industry:Financial services
A rate of return measuring the performance of a callable bond, from the time of purchase to its call date.
Industry:Financial services
