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SIE: Account Types
SIE practice questioneasyAccount Types – Cash Accounts

A new client wants to open an account in which all securities purchases must be paid for in full by the settlement date. Which account type is most appropriate?

  1. AOptions account
  2. BMargin account
  3. CCash account✓ Correct answer
  4. DCustodial account
Explanation

Why CCash account

A cash account requires full payment for securities by settlement. Margin accounts allow borrowing, options accounts are for trading options, and custodial accounts are managed for minors.

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