Intermediate
Account types literacy
Brokerage flavors and registration ideas — educational vocabulary only. Education only — not a recommendation to buy, sell, or hold anything.
Cash brokerage (idea)
You buy with settled purchasing power. Simpler risk surface than margin — still market risk on holdings.
Margin-enabled accounts (preview)
Borrowing capacity may exist subject to rules and agreements. Leverage and forced-sale mechanics can appear. Details next lesson.
Registration and ownership forms (lite)
- Individual, joint, trust, custodial — legal ownership differs.
- This is literacy about structure, not estate advice.
Custodian vs adviser vs broker labels
Who holds assets? Who can trade? Who gets paid how? Ask those three before assuming “the app” is one role.
Practice tip: Practice tickets only on /mock/ — fake balances. Read disclaimers on /disclaimers/.