Comparing Equity and Fixed Income Trade Settlements

Posted by The Dopkins Wealth Team

Apr 1, 2016 6:00:00 AM

Many investors have not thought much about how stock, mutual fund and bond transactions actually settle. In most situations, the securities move in or out of a client’s account electronically. Most securities settle in one to three days after the trade date (commonly referred to as T+1 or T+3). Settlement simply means the securities are delivered in or out of the account on the established date.

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Topics: fixed income, trade settlements, shadow post

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