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Wrap account
Account in which a Brokerage helps an investor find a Money manager in Exchange for a Flat quarterly or annual fee, which covers all administrative and management Expense . sometimes also includes funds of Fund .
Related Terms: 14
Broker , Brokerage , CLU , Cover , Expense , Exchange , Flat , Fund , FIN , Inc. , Money , Manager , Quarterly , Quarter
Semi Related Terms: 568 CLICK HERE TO VIEW
10-Q ,
10-K ,
1035 exchange ,
12b-1 funds ,
Account ,
Account statement ,
Accrued expense ,
Administrative systems ,
Allowance for depreciation ,
Account aggregation ,
Account balance ,
Active account ,
Alternate account ,
Asset management account ,
Automatic Funds Transfer ,
Accrual of discount ,
Active management ,
American Stock Exchange ,
Amortization of premium ,
At par ,
Account executive ,
All or any part ,
At best ,
At call ,
Active money ,
All-risks coverage ,
At risk ,
Annual return ,
Add-on service ,
Abstract of title ,
Action to quiet title ,
As is ,
Assignment to creditors ,
Attorney in fact ,
Annual mortgagor statement ,
Annual Percentage Rate ,
Assignment of mortgage ,
Aggressive growth fund ,
A shares ,
Asset allocation fund ,
Assets under management ,
At the money ,
Age-weighted plan ,
Additional paid-in capital ,
Ad valorem ,
Annual exclusion ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Automated Pricing and Reporting System ,
Accredited investor ,
Angel investor ,
Books of final entry ,
Books of original entry ,
Banking Act of 1933 ,
Barren money ,
Balanced fund ,
Bid-to-cover ratio ,
Blend fund ,
Bond fund ,
Bureau of Public Debt ,
Broker ,
Brokerage ,
Brokerage firm ,
Brokerage house ,
Broker loan ,
Brought over the wall ,
Buying on margin ,
Buy on close ,
Buy on opening ,
Broad money ,
Balance of payments ,
Board of Governors ,
Bill of exchange ,
Bill of sale ,
Breach of trust ,
Broker loan rate ,
B shares ,
Buy and write ,
Breadth-of-market theory ,
Contra account ,
Cost Of Goods Sold ,
Cost of sales ,
Central assets account ,
Checking account ,
Clearinghouse funds ,
Custodial account ,
Certificate of Participation ,
Committee on Uniform Securities Identification Procedures ,
Call money rate ,
Cash account ,
Code of procedure ,
Contra broker ,
Contract broker ,
Chicago Mercantile Exchange ,
Capitalization of income ,
Capital account ,
Cost of Living Adjustment ,
Cost-of-living index ,
Council of Economic Advisers ,
Current account ,
Cash and carry trade ,
Cheapest to deliver ,
Chicago Board of Trade ,
Commodities Exchange Act ,
Commodities Exchange Center ,
Commodity Exchange ,
CLU ,
Cost-of-living rider ,
Certificate of stock ,
Chicago Board Options Exchange ,
Cost of carry ,
Certificate of title ,
Contract for deed ,
Cancellation of debt ,
Certificate of Claim ,
Commitment fee ,
Cost of debt capital ,
Cost of funds ,
Capital appreciation fund ,
Clone fund ,
Closed-end fund ,
Closed fund ,
Crossover fund ,
C shares ,
Class of options ,
Close to the money ,
Certificate of Occupancy ,
Cloud on title ,
Cash or Deferred Arrangement ,
Class A Shares ,
Class B Shares ,
Crash of 1929 ,
Crash of 1987 ,
Cover ,
Child and dependent care credit ,
Coefficient of determination ,
Cup and handle ,
Certificate of delivery ,
Close a position ,
Curbs in ,
Discretionary expense ,
Deposit in transit ,
Drawing account ,
Date of issue ,
Date of payment ,
Deep discount broker ,
Discount broker ,
Discretionary account ,
Division of Enforcement ,
Division of Investment Management ,
Division of Market Regulation ,
Date of record ,
Dividend in arrears ,
Division of labor ,
De-escalation clause ,
De facto ,
Durable Power of Attorney ,
Date of maturity ,
Debtor in possession ,
Debtor-in-possession financing ,
Deed of Release ,
Deed of Trust ,
Discharge of bankruptcy ,
Discharge of lien ,
Due-on-sale clause ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Deed of Surrender ,
Department of Housing and Urban Development ,
Deferred account ,
Dogs of the Dow ,
Depth of market ,
Expense ,
Effective annual interest rate ,
Electronic Funds Transfer ,
Eurodollar certificate of deposit ,
Escrowed to maturity ,
Exchange ,
Ex-legal ,
External funds ,
Either-or order ,
Exchange seat ,
Exchange rate ,
Extended broad money ,
E-mini ,
Exchange against actuals ,
Exchange for futures ,
Exchange for physical ,
Exchange of spot ,
Exchange versus cash ,
Ex-pit transaction ,
Ex-all ,
Exchange ratio ,
Enhanced index fund ,
Environmental fund ,
Equity fund ,
Exchange fund ,
Exchange privilege ,
Exit fee ,
Exchange-traded option ,
Expiration time ,
Ex-warrants ,
Employee Retirement Income Security Act of 1974 ,
Ex-rights ,
Ex-rights date ,
Exchange distribution ,
First In First Out ,
Form 10-Q ,
Federal funds ,
Federal Savings and Loan Association ,
Fed funds ,
Frozen account ,
Flat ,
Flat yield curve ,
Flight to quality ,
Flow of funds ,
Fill or kill ,
Floor broker ,
Front-ending an order ,
Full-service brokerage ,
Fund supermarket ,
Fiat money ,
Floating exchange rate ,
Foreign exchange ,
Foreign exchange rate ,
Forward exchange rate ,
Forward P/E ,
Factors of production ,
Favorable balance of trade ,
Forward cover ,
Fee-for-service ,
Form 8-K ,
Form S-1 ,
Friends and family offering ,
Fund ,
Full faith and credit ,
Family of funds ,
Focused fund ,
Fund family ,
Fund manager ,
Fund of funds ,
Free and clear ,
Flexible spending account ,
Free right of exchange ,
FIN ,
Flat tax ,
General account ,
G-7 ,
General Agreement on Tariffs and Trade ,
G-8 ,
Global fund ,
Growth and income fund ,
Growth fund ,
Gather in the stops ,
Hart-Scott-Rodino Act of 1976 ,
House account ,
House of issue ,
Hang Seng Index ,
Health Insurance Portability and Accountability Act ,
Holder in due course ,
Hang out loan ,
Home equity line of credit ,
Hedge fund ,
Head and shoulders ,
Held at the opening ,
Inactive account ,
Insured account ,
In escrow ,
Independent broker ,
In-house ,
Institutional brokerage ,
Introducing broker ,
Investment Advisor Act of 1940 ,
Investment Company Act of 1940 ,
In line ,
International Monetary Fund ,
Insurance broker ,
Insider Trading sanctions Act of 1984 ,
Interest expense ,
Internal Rate of Return ,
Investor relations ,
Indication of interest ,
Inc. ,
In intestacy ,
In play ,
In-process research and development ,
Income fund ,
Index fund ,
Institutional fund ,
International fund ,
Investment fund ,
I/O strip ,
In-service withdrawal ,
Imbalance of orders ,
In and out ,
Individual investor ,
Institutional investor ,
In sympathy ,
In the tank ,
Joint account ,
Jointly and severally ,
Joint and several liability ,
Joint and survivor annuity ,
Last In First Out ,
Lender of last resort ,
Law of one price ,
Lead manager ,
Lending at a rate ,
Limit-on-close order ,
Lawful money ,
Law of demand ,
Law of supply ,
London International Financial Futures and Options Exchange ,
Letter of comment ,
Legal age ,
Line of credit ,
Loan-to-cost ,
Loan-to-value ,
Lock-in ,
Lifecycle fund ,
Load fund ,
Like-kind exchange ,
Locked in ,
Long-term gain or loss ,
Level I quotes ,
Money center bank ,
Money order ,
Municipal bond fund ,
Muni fund ,
Maintenance fee ,
Make a market ,
Managed account ,
Margin account ,
Market on close order ,
Mark-to-market ,
Money management ,
Medium of exchange ,
Money ,
Marginal propensity to consume ,
Money at call ,
Money factor ,
Mortgage broker ,
Management buyin ,
Management company ,
Manager ,
Mutual fund ,
Mutual fund custodian ,
Mutual fund symbol ,
Matching funds ,
Mixed account ,
Money flow ,
Non-cash expense ,
Near money ,
Negotiable certificate of deposit ,
Negotiable Order of Withdrawal ,
Nostro account ,
New York Stock Exchange ,
Notice of Sale ,
National Association of Securities Dealers ,
National Association of Securities Dealers Automated Quotations system ,
New York Futures Exchange ,
Null and void ,
Notice of Default ,
National Association of Real Estate Investment Trusts ,
Normal retirement age ,
Net change ,
Nonaccredited investor ,
One time charge ,
Office of Thrift Supervision ,
Out-of-favor ,
Over-the-Counter ,
On-floor order ,
Online broker ,
On margin ,
Option account ,
Or better ,
Outside broker ,
Omnibus account ,
One-share one-vote rule ,
Opinion of title ,
On account ,
On-the-spot loan ,
Origination fee ,
Open-end fund ,
Open-end management company ,
Option income fund ,
Out of the money ,
Old age, survivors, and disability insurance ,
On-balance volume ,
On close ,
One man picture ,
On open ,
On the opening ,
Option exchange ,
Pooling of interests ,
Profit and loss statement ,
Payment-in-kind security ,
Premium over bond value ,
Premium over conversion value ,
Price Value of a Basis Point ,
Payment for order flow ,
Prime broker ,
Prime brokerage ,
P&L ,
Provision for income taxes ,
Portfolio manager ,
Pour-over will ,
Power of Attorney ,
Prioritization of debt ,
Purchase-money mortgage ,
Pooled fund ,
Prime rate fund ,
Publicly-traded fund ,
Pure index fund ,
Pension fund ,
Paid-in capital ,
Paid-in surplus ,
Passive investor ,
Private Investment in Public Equity ,
Passive management ,
Preservation of capital ,
Point-and-figure chart ,
Primary exchange ,
Quarterly ,
Quarterly report ,
Qualified institutional investor ,
Quarter ,
Reports and Records ,
Return of capital ,
Return on Capital ,
Return on Invested Capital ,
Return on Total Assets ,
Regulation Q ,
Real-time trade reporting ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Restricted account ,
Retail brokerage ,
Round of funding ,
Rules of Fair Practice ,
Rate of exchange ,
Reciprocal of European terms ,
Regional fund ,
Regulation A ,
Reverse Take-Over ,
Right of first refusal ,
Right of rescission ,
Right to Know ,
Revolving line of credit ,
Right of recourse ,
Roll over ,
Rule of 78 ,
Redemption fee ,
Real estate broker ,
Right of redemption ,
Retirement Equity Act of 1984 ,
Risk management ,
Return on Capital Employed ,
Rate of return ,
Real rate of return ,
Real-time ,
Regional exchange ,
Retail investor ,
Selling, General and Administrative Expenses ,
SG&A ,
Sales fee ,
Savings account ,
Savings and Loan ,
Savings Association Insurance Fund ,
Sight letter of credit ,
S&L ,
Securities and Exchange Commission ,
Selling flat ,
Series EE bond ,
Sinking fund ,
SEC fee ,
Securities Investor Protection Corporation ,
Segregation of securities ,
Street broker ,
Sweep account ,
Syndicate manager ,
Standard of living ,
Second-to-die insurance ,
Separate account ,
Stock exchange ,
Summary annual report ,
Statute of Limitations ,
Sale and leaseback ,
Satisfaction of debt ,
Staggered board of directors ,
Sector fund ,
Series fund ,
Socially responsible fund ,
Specialized fund ,
Specialty fund ,
Stock fund ,
Savings Incentive Match Plan for Employees ,
Self-directed retirement account ,
Short cover ,
S Corporation ,
Short-term gain or loss ,
Subchapter M ,
Subchapter S Corporation ,
Same Day Funds Settlement ,
Schedule C ,
Securities Act of 1933 ,
Securities Acts Amendments of 1975 ,
Securities Exchange Act of 1934 ,
Seek a market ,
Small investor ,
Smart money ,
Sophisticated investor ,
S&P phenomenon ,
Stop and reverse ,
Times interest earned ,
Time deposit ,
Time draft ,
T-Bill ,
Term to maturity ,
Take a position ,
Time order ,
Trailing P/E ,
Tight money ,
Trust fund ,
Time note ,
Truth in Lending ,
Tax-free bond fund ,
Tax-managed fund ,
Time spread ,
Tenancy at will ,
Time-sharing ,
Time stop ,
Taxpayer Relief Act of 1997 ,
Tax Reform Act of 1986 ,
Tax Reform Act of 1993 ,
Take a bath ,
U.S. Government Agency Security ,
U.S. Savings Bond ,
U.S. Treasury ,
U.S. Treasury Bill ,
U.S. Treasury Bond ,
U.S. Treasury Note ,
U.S. Treasury Securities ,
Undermargined account ,
Unit of trade ,
Unit of trading ,
Wrap account ,
Wrap fee ,
World fund ,
Waiver of premium ,
Widow-and-orphan stock ,
W-2 Form ,
W formation ,
When, as, and if issued ,
X or XD ,
Year-over-year ,
Year-To-Date ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares