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2014-06-26
Product is really good, but customer service is great. I had an issues with printing after spending a couple of hours editing a documents and quickly became frustrated. I contacted customer service, they responded within a few hours with a solid solution that worked.
2015-08-25
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2016-02-21
So far, so good, I signed up for a subscription to do the 1099 forms, for my sons company. I will be filling them with the IRS thru this service also, so I will see how that goes.
2018-01-22
Had an issue with billing today (a…
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2019-09-22
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GREAT structure platform, user friendly have cool tools and variety of options and the great part is online.
A get to much error on conversion files from one format to another. Also having some issues with saving the files to my desktop.
2020-01-14
It got the immediate job done but there were a few hiccups. I don't particularly like their way text is displayed in the larger fill-in fields. The form I was filling out was very complicated and required numerous references to a "Remarks" section at the end of the form because there was insufficient space with the numbered questions to put complete answers without overwriting onto the next numbered question. Consequently, the Remarks section was filled necessitating a separate attachment to contain all the remarks. In the remarks section, I cross-referenced to the numbered question for clarity, e.g. "Question 12(b)..." When I viewed the form on the screen the formatting looked fine but when it printed, the "Q" in the word Question was on one line and everything else "question 12(b) was on the next line. I would like to know how to avoid that issue in the future.
2023-12-13
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2023-02-13
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Can I trade on settlement date?
Cash accounts are required to abide by industry-wide settlement rules that were established through Regulation T of the Securities and Exchange Act of 1934. These rules dictate that cash proceeds from Stock, ETF, and mutual fund trades will settle on the third business day after the trade date.
Can I trade before settlement date?
Settlement is the delivery of stock against the full payment that must take place within three business days after the trade. You can sell the purchased stock before the settlement day traders do it all the time provided that you do not violate the free ride rule.
Can you trade on settlement date?
For example, if you bought 1,000 shares of ABC stock on Monday for $10,000, you would need to have $10,000 in cash available in your account to pay for the trade on settlement date. According to industry standards, most securities have a settlement date that occurs on trade date plus 2 business days (T+2).
Can I buy stock before settlement date?
After selling a stock in your cash account, technically you are supposed to wait 3 business days for settlement before the money may be used to buy another security. However, if the new stock purchased is NOT sold before the previous sale settles, you will not violate any rules.
What is the difference between a trade date and a settlement date?
Trade Date Versus Settlement Date The day securities are bought is the trade date. The day the securities are transferred from seller to buyer is the settlement date. In e-commerce parlance, the trade date is the day you place an order with Amazon. The settlement date is the day you receive what you've purchased.
What is the settlement date for options?
The settlement date for stocks and bonds is usually two business days after the execution date (T+2). For government securities and options, it's the next business day (T+1). In spot foreign exchange (FX), the date is two business days after the transaction date.
What is a Settle date for trading?
Settlement date is a securities' industry term describing the date on which a trade (bonds, equities, foreign exchange, commodities, etc.) settles. That is, the actual day on which transfer of cash or assets is completed and is usually a few days after the trade was done.
What is the difference between trade and settlement date?
Trade Date Versus Settlement Date The day securities are bought is the trade date. The day the securities are transferred from seller to buyer is the settlement date. In e-commerce parlance, the trade date is the day you place an order with Amazon. The settlement date is the day you receive what you've purchased.
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