The course · Rubric 3 of 18

Brokers & Accounts

Neutral basics: account types, costs, regulation and how to check a provider.

3 chapters · 10 lessons · 10 ready to read

Chapters

  1. 01The account

    1. 1.1 Brokerage, cash and margin accounts: what's what? Beginner 5 min
    2. 1.2 Broker types: banks, online brokers, neo-brokers, market-maker brokers Beginner 5 min
    3. 1.3 Understanding costs: fees, spreads, payment for order flow Beginner 5 min
    4. 1.4 Investor protection: segregated assets and compensation schemes Intermediate 5 min

  2. 02Checking a provider

    1. 2.1 Reading regulation: SEC, FCA, ESMA, ASIC, CySEC and co. Beginner 5 min
    2. 2.2 Red flags of dubious providers Beginner 5 min
    3. 2.3 Using a demo account wisely Beginner 5 min

  3. 03Taxes as a principle (not tax advice)

    1. 3.1 How investment income is typically taxed Intermediate 5 min
    2. 3.2 Offsetting losses as a concept Intermediate 5 min
    3. 3.3 Record keeping: statements, journal, yearly overview Intermediate 5 min