🏦LTB
SIE: Account Types
SIE practice questioneasyAccount Types

A customer wishes to open an account for their 13-year-old child to start investing in stocks. What type of account should be opened?

  1. AIndividual retirement account (IRA)
  2. BMargin account
  3. COptions account
  4. DCustodial account✓ Correct answer
Explanation

Why DCustodial account

A custodial account allows an adult to open and manage an account for a minor. Minors cannot open margin, options, or IRAs on their own.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Account Types questions