The account is basically the same ‘Fidelity Account’ available to consumers. You can trade stocks, mutual funds, bonds, and all that fun stuff, although I don’t plan to. There is no annual fee, and I can put cash in one of their numerous money market funds. Their Fidelity Cash rese...
Custodial Institution, Depository Institution or Specified Insurance Company □ 投資實體,但不包括由另一財務機構管理(例如:擁有酌情權管理投資實體的資產)並位於非 参與稅務管轄區的投資實體 Investment Entity, except an investment entity that is managed by another financial institution (e.g. with discretion ...
1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2). Form W-9 (Rev. 3-2024) 2—The United States or any of its agencies or instrumentalities. 3—A state,...