EQUITY ACCOUNTS  

May be 100% invested in equities, equity mutual funds and/or ETFs

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BALANCED ACCOUNTS  

May be invested in a set percentage of equities, equity mutual funds and/or equity ETFs with the balance invested in fixed income investments and cash equivalents.

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Equity accounts come in three varieties:

• Individual equities only

• Mixed portfolio of individual equities, mutual funds and ETFs

• Mutual funds and ETFs only