7 Terms
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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
year-end tax information
Financial services; Funds
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 transaction category
Financial services; Funds
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 ...
year-end value
Financial services; Funds
Total Portfolio Value of the account as of the last business day of the year.
year-to-date (YTD) with
Financial services; Funds
The year-to-date total of W-2 taxes you have paid on income generated through employee stock option exercises.
yield
Financial services; Funds
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.
