What is the definition of a brokerage account for the purposes of the Funds Transfer service?
A brokerage account is an investment or cash account held at a brokerage house used to make stock, mutual fund, or other investment purchases. We have partnered with several of the most prominent brokerage firms to provide access though this service to your brokerage account. A list of our partner brokerage firms can be found by navigating to the Manage Accounts tab and clicking on the My Brokerage Accounts navigation link.