ACCOUNTS & INVESTING

 

Physika will help you get started with setting up the right accounts quickly and easily. Need help? Call 844-749-7452 and ask for customer service.

 

Type of Client Accounts available:

 

Individual - An account with one sole owner.

 

Joint - An account with two joint owners.

 

IRA - An IRA is an Individual Retirement Account.

 

Corporate - A corporation chartered by a state.

 

Partnership - A partnership (general or limited liability) among individuals or companies not registered or incorporated in any state.

 

Sole Proprietorship - A company owned and operated by an individual but not registered or incorporated in any state.

 

Limited Liability Corporation (LLC) - A limited liability company authorized by a state.

 

Trust  - A fiduciary relationship whereby an individual (trustor) grants control of property to another individual or institution (trustee) for the benefit of a beneficiary.

 

UTMA - Uniform Transfers to Minors Act (UTMA) – UTMA accounts allow an individual to establish an account in a Minor's name. The account allows Donors to irrevocably transfer assets for the future benefit of the Minor. The Custodian manages the assets until the Minor reaches the age of majority, which varies from state to state.

 

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