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LOYAL3 Platform Closing
General Questions
- How do I add or change my checking account in my LOYAL3 account?
- How do I sell my shares and get the proceeds back?
- What's this platform change all about?
- How do I transfer my account to another broker-dealer?
- How do I close my account?
- What are the important deadlines I need to know?
Deadlines
FolioFirst
General Questions
- What is FolioFirst?
- What are FolioFirst's fees?
- What are the terms and conditions I am agreeing to if I transfer to the new platform?
- Do I have to sign new agreements with FolioFirst?
- What is the exact timing of the transfer to FolioFirst?
- When will I be able to trade on FolioFirst?
Using Your LOYAL3 Account
Buying Stock
- I placed an order to buy/sell stock. How can I change/cancel it?
- What is settlement date?
- How does the stock purchase process work using LOYAL3?
- What is a fractional share?
- Does my bank accept ACH transactions?
- What is a debit?
Selling Stock
- I placed an order to buy/sell stock. How can I change/cancel it?
- What is a fractional share?
- What price will I receive when I sell stock?
- What is Batch Trading?
- How do I enter a sell order?
- How can I check what price I received when I sold my stock?
Managing Your Account
- What browsers are supported by the LOYAL3 platform?
- How do I learn more about the items that I'm being asked to vote on?
- What happens if I don't vote or skip a question on the ballot?
- Who is eligible to submit voting instructions for proxies?
- Why do I vote some stocks on LOYAL3 and some stocks on a third-party site such as ProxyVote.com?
- How do I transfer my account to another broker-dealer?
Pending Orders
Privacy, Trust and Tax Info
General Questions
- Who will send me my tax forms?
- What is a 1099-B tax form?
- What is a 1099-DIV tax form?
- What is cost basis and where can I access it?
- What is a dividend?
- What do you mean by "Fully Electronic"?