DOCSLIB.ORG

Welcome to the Streetsmart Edge™ Quick Reference Guide

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Welcome to the Streetsmart Edge™ Quick Reference Guide Layouts & Global Settings & Global Layouts Account Details QuotesTrading & Charts Welcome to the StreetSmart Edge™ Quick Reference Guide This guide was created to highlight the more commonly used tools, features, and icons in StreetSmart Edge. It supports the other StreetSmart Edge educational resources, which include pre-recorded training seminars, live-online events, and live in-person workshops. Those who have first used at least one of these educational resources will gain the most benefit Other Tools from this guide. Throughout this guide, you will see the following recurring symbols: Shows you where right-click menus exist, for quick access to additional menus or actions Education Help & Offers a tip to help you make the most of the tool Shows you where you can find out more about a topic If you have not yet attended any type of training for StreetSmart Edge, we highly recommend that you explore Schwab’s Disclosures broad range of resources to support you, available in various formats to fit your scheduling needs. Refer to the final tab in this guide, Help & Education, for a listing of other opportunities to learn about trading with StreetSmart Edge. Quick Reference Guide Layouts & Global Settings Layouts & Global Settings & Global Layouts Default Layout This layout provides the most commonly used tools: Account Details, Watch List, Symbol Hub. Symbol Hub includes the News and Trade tools, as well as a Trader Layout Research Layout fully functional Chart tool. Designed for active traders, this layout includes This layout includes both fundamental and technical the following tools: Account Details, Trade, Chart, analysis tools for researching securities. In addition to Watch List, News. providing Screener Plus, Watch List, and News tools, this layout also features the Symbol Hub tool. Symbol Hub provides News and Trade tools, as well as a fully functional Chart tool, complete with a Minichart Carousel and toggle button to switch between Research Data and Live Market Data. Tip Technical Layout Adding additional layouts to your Designed with the technical analyst in mind, this workspace allows you to switch Options Layout layout features the following technical data- between different, comprehensive Designed for options traders, this layout gathering tools: Trade, Chart, Screener Plus. views with a single click. incorporates options-related settings and views into the following tools: Account Details, Trade, Chart, Watch List. Current Login Session: Header Quotes Account Number Market Time (Eastern) Live or Demo Session Right-click Unread Messages Workspace Zoom: Balances Bar to Magnifies/Shrinks the view Tip customize display. of the workspace. Need privacy, or Live Help just more room? You can click here to hide the Balances Bar. Tip Customize your Header Quotes here, to show ones that matter most to you. Tip Have a quick question about your account or the trading platform? Chat directly with a Available Monday to Friday, live Schwab rep using Live 8 a.m. to 6 p.m. Eastern Time Help. Quick Reference Guide Account Details Balances (Margin Account) Set the custom date range to view up to 90 Transactions days of transaction history. Account Details Online Help Not sure what the balance figure represents? The Online Help Manual provides an explanation of each balance Order Status figure. Expands view to reveal additional details of the order. Order Status Right-click Open or partially filled open orders To set alert, chart, Contingent or conditional orders view news, columns Filled or cancelled orders & settings, etc. Positions Hold Period Individual lot details, Short Term: Position including hold period held less than one year. and source. Long Term: Position held one year or longer. Tip Don’t know the origin of the Indicates the shares? The Source column shows whether the lot was row expands to acquired through a trade, provide further dividend, or corporate event. information. Realized Gain/Loss Right-click To set alert, chart, view news, columns & settings, etc. Individual lot details Quick Reference Guide Quotes & Trading: Stocks & ETFs Open order exists for Position held in this this security security Listed exchange Hard to Borrow Indicator: Last trade Tool Link Icon: Change from Indicates shares may be hard to previous close borrow for shorting purposes. Windows with matching link Indicates whether icons will update when stock is up or down security symbol is changed. for the day. National Best Bid/Offer (NBBO) Right-click To customize the NBBO NASDAQ TotalView fields that display. Enhanced Level II (subscription required) QuotesTrading & Right-click For Market Depth settings. Tip Have a fixed dollar amount in mind? Use the dollar conversion Bid Ask/Offer tool to calculate the number of Time & Sales shares at the current price. Right-click Tip Routing Venues: To set alert, chart, view news, SmartEx, Direct Routing (requires columns & settings, etc. Use this button to agreement), Extended Hours Trading. hide/show the trade ticket. Attempts to cancel the last order for For orders of over the loaded symbol. 200+ shares, sets a minimum quantity for trade execution, or designates All or None (AON). Tip Edit your fee calculation to automatically include a commission allowance Online Help in the Estimated Cost or Descriptions and examples of Proceeds. these brackets are available in the Online Help Manual. Quick Reference Guide Quotes & Trading: Options & Conditional Orders Options Right-click To set alert, chart, view news, columns & settings, etc. Strategy Chooser Option Symbol Options trading approval level & Quote Stacked view Number of results to show Side by Side view View: Basic In the Money: Displays only the in-the-money strike prices that are closest to the current Contracts price of the underlying security. Around the Money: QuotesTrading & Displays the strike prices, both in-the- money and out-of-the-money, that are View: Theoretical closest to the current price of the underlying security. Out of the Money: Displays only the out-of-the-money strike prices that are closest to the current price of the underlying security. Set custom expiration date, up to 60 calendar days. Conditional Orders Load a previously saved template. Open order exists for this security Cost: Position held in When P&L selected as Variable, this security enter the cost basis into the Cost field. Add up to Right-click three To access menu. conditions Price Delta: When the Price is set to “Bid” or “Ask,” this field allows the addition of a delta Add up to to the bid or ask price for the order. three orders Conditional order summary Tip Use the same conditional order setup often? Save it as a template for easy access later. Quick Reference Guide Charts Overview Add chart tab Tab Sync is On: Tab Sync is Off: All chart tabs will Only the current chart tab update to reflect a will update to reflect a symbol change. symbol change. At-a-glance timeframes Set a specific date Specifies a specific range for the chart. number of charting days to display. Drag either side of the slider to Click and drag anywhere within the lengthen or shorten the slider area to display the selected timeframe displayed. portion of the historical chart in the chart window. Charts Tip You don’t have to add/delete studies Tip each time – simply click to temporarily Printing in black and hide/unhide them from view. white? Vary the line Studies & Drawing Tools types and weights for easier distinction. Online Help Want to learn more about these chart studies? Located under the Help menu, the online Help Manual provides descriptions for each study. Quick Reference Guide Other Tools: Symbol Hub & Watch List Full window Full window market Symbol Hub chart view depth view Show/Hide Trade Ticket Minichart Carousel Tip To add multiple symbols, simply separate symbols Other Tools Right-click with a comma, then click Right-click Add to load them all. On the tab label to rename or load a watch list template To customize the column choices and window settings. Watch List Add a watch list tab Indicates active alert exists for security. Right-click Tool Link Icon: On a row to access common Indicates there is recent news functions, load to trading tool, on the security. Click to view Windows with matching link chart, add alert, customize window news. icons will update when a settings, etc. symbol is double-clicked in this tool. Quick Reference Guide Other Tools: News & Research News Scan for news for a specific set of securities. News timeframe Tool Link Icon: News for a specific security Windows with matching link icons will update when security symbol is Streaming market news changed. Single Pane Double Pane Scrollable Mode Mode Mode Increase/Decrease text size Other Tools Research Company Earnings & Dividend Information Analyst Ratings Security Overview Financial & Growth metrics, Valuation, Financial Strength, Management Effectiveness, Margins Tip Want to contact the company for more information? When available, the investor services contact information appears here. Quick Reference Guide Other Tools: Screener Plus & Recognia Right-click On the tab name or + to Tool Link Icon: open a new screener. Screener Plus Windows with matching link icons will update when a symbol + is double-clicked in this tool. Criteria used to produce the results Update Frequency Number of matches and time of last refresh. Recognia Other Tools Online Help Learn more about technical events in Recognia’s Educational Material section. Sets up technical alerts for a particular security. Technical Events for a particular security. Recognia, Inc. is not affiliated with Charles Schwab. Schwab does not endorse any of the content or features made available to you in Recognia’s “Technical Insight” and “Strategy Builder” tools. Schwab does not recommend the use of technical analysis as a sole means of investment research. Quick Reference Guide Help & Education In StreetSmart Edge Opens a Live Help window Live Help Online Help Manual Chat with a Schwab Representative.
Load more

Recommended publications
  • Annual Report 2017
    20Annual Remuneration Report Remuneration | Report Financial Report 17Corporate Governance Report Remuneration Report Corporate Governance Report Governance Corporate | We are pioneers and game- changers, stimulated by the endless possibilities of re- en gineering banking. Financial Report | Constant innovation is our key to success. 2017 was especially marked by the implementation of cryptocurrency trading. Swissquote Annual Report 2017 Annual Report 2017 Content 02 Key figures 04 Swissquote share 06 Report to the shareholders 09 Financial Report 10 Consolidated financial statements 108 Report of the statutory auditor on the consolidated financial statements 113 Statutory financial statements 121 Proposed appropriation of retained earnings 122 Report of the statutory auditor on the financial statements 125 Corporate Governance Report 153 Remuneration Report 174 Report of the statutory auditor on the remuneration report 176 Global presence services/global offices The Swiss leader in online banking www.swissquote.com Annual Report 2017 1 Key figures 2017 2016 2015 2014 2013 Number of accounts 309,286 302,775 231,327 221,922 216,357 % change 2.2% 30.9% 4.2% 2.6% 7.3% Assets under custody in CHFm 1 23,240 17,864 11,992 11,562 10,083 % change 30.1% 49.0% 3.7% 14.7% 17.5% Client assets in CHFm 2 24,112 18,557 11,992 11,562 10,083 % change 29.9% 54.7% 3.7% 14.7% 17.5% Employees 593 550 524 532 507 % change 7.8% 5.0% –1.5% 4.9% 37.8% 1 Including cash deposited by clients 2 Including assets that are not held for custody purposes but for which the technology of the Group gives clients access to the stock market and/or that are managed by Swissquote (Robo-Advisory technology).
    [Show full text]
  • Information Circular Solicitation Of
    Suite 2400, 1055 West Georgia Street Vancouver, British Columbia, V6E 3P3 Tel: (604) 681-8030 _________________________________________________ INFORMATION CIRCULAR As at October 28, 2020, unless otherwise noted FOR THE ANNUAL GENERAL AND SPECIAL MEETING OF THE SHAREHOLDERS TO BE HELD ON DECEMBER 17, 2020 SOLICITATION OF PROXIES This information circular is furnished in connection with the solicitation of proxies by the management of Voleo Trading Systems Inc. (the “Company”) for use at the Annual General and Special Meeting (the “Meeting”) of the Shareholders of the Company to be held at the time and place and for the purposes set forth in the Notice of Meeting and at any adjournment thereof. PERSONS OR COMPANIES MAKING THE SOLICITATION The enclosed Instrument of Proxy is solicited by management of the Company (“Management”). Solicitations will be made by mail and possibly supplemented by telephone or other personal contact to be made without special compensation by regular officers and employees of the Company. The Company does not reimburse Shareholders’ nominees or agents (including brokers holding shares on behalf of clients) for the cost incurred in obtaining from their principals, authorization to execute the Instrument of Proxy. No solicitation will be made by specifically engaged employees or soliciting agents. The cost of solicitation will be borne by the Company. None of the directors of the Company have advised that they intend to oppose any action intended to be taken by Management as set forth in this Information Circular. NOTICE-AND-ACCESS PROCESS In accordance with the notice-and-access rules under National Instrument 54-101 Communications with Beneficial Owners of Securities of a Reporting Issuer, the Company has sent its proxy-related materials to registered holders and non-objecting beneficial owners using notice-and-access.
    [Show full text]
  • Subscriber Agreement Electronic (NYSE)-TDA 1120
    EXHIBIT B AGREEMENT FOR MARKET DATA DISPLAY SERVICES (Nonprofessional Subscriber Status) TD Ameritrade Inc. ("Vendor") agrees to make "Market Data" available to you pursuant to the terms and conditions set forth in this agreement. By executing this Agreement in the space indicated below, you ("Subscriber") agree to comply with those terms and conditions. Section 1 sets forth terms and conditions of general applicability. Section 2 applies insofar as Subscriber receives and uses Market Data made available pursuant to this Agreement as a Nonprofessional Subscriber. SECTION 1: TERMS AND CONDITIONS OF GENERAL APPLICABILITY 1. MARKET DATA DEFINITION – For all purposes of this Agreement, "Market Data" means (a) last sale information and quotation information relating to securities that are admitted to dealings on the New York Stock Exchange ("NYSE*"), (b) such bond and other equity last sale and quotation information, and such index and other market information, as United States-registered national securities exchanges and national securities associations (each, an "Authorizing SRO") may make available and as the NYSE* may from time to time designate as "Market Data"; and (c) all information that derives from any such information. 2. PROPRIETARY NATURE OF DATA – Subscriber understands and acknowledges that each Authorizing SRO and Other Data Disseminator has a proprietary interest in the Market Data that originates on or derives from it or its market(s). 3. ENFORCEMENT – Subscriber understands and acknowledges that (a) the Authorizing SROs are third-party beneficiaries under this Agreement and (b) the Authorizing SROs or their authorized representative(s) may enforce this Agreement, by legal proceedings or otherwise, against Subscriber or any person that obtains Market Data that is made available pursuant to this Agreement other than as this Agreement contemplates.
    [Show full text]
  • Rulemaking Petition Concerning Market Data Fees
    December 6, 2017 VIA ELECTRONIC DELIVERY Mr. Brent J. Fields Secretary U.S. Securities and Exchange Commission 100 F Street, NE Washington, DC 20549-1090 RE: Petition for Rulemaking Concerning Market Data Fees Dear Mr. Fields: The undersigned capital market participants (the “Undersigned Firms”) respectfully petition the U.S. Securities and Exchange Commission (the “SEC”) to initiate rulemaking proceedings to require exchanges to disclose certain information concerning fees charged to market participants for equity market data, to institute a public notice and comment process before SEC approval or disapproval of exchange rule filings related to certain market data fees, and to conduct a thorough review of equity market data fee structure as it relates to the collection, distribution, and sale of market data. Exchanges Enjoy an Oligopoly over Equity Market Data Fees Under the Securities Acts Amendments of 1975, Congress granted broad authority to the SEC to establish a National Market System (“NMS”) for securities. Within this framework, exchanges effectively control the dissemination and sale of all equity market data—which securities trading and institutional firms have no choice but to purchase regardless of the cost if they want to remain competitive in the marketplace. This structure has led to accelerating and significant price escalation for market data. As required by the SEC’s Display Rule, vendors and broker-dealers are required to display consolidated data from all the market centers that trade a stock.1 In order to comply with the Display Rule, such vendors and broker-dealers must purchase and display consolidated data feeds distributed by securities information processors (“SIPs”), which are owned by the exchanges and operated pursuant to NMS plans.
    [Show full text]
  • Staff Report on Algorithmic Trading in U.S. Capital Markets
    Staff Report on Algorithmic Trading in U.S. Capital Markets As Required by Section 502 of the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018 This is a report by the Staff of the U.S. Securities and Exchange Commission. The Commission has expressed no view regarding the analysis, findings, or conclusions contained herein. August 5, 2020 1 Table of Contents I. Introduction ................................................................................................................................................... 3 A. Congressional Mandate ......................................................................................................................... 3 B. Overview ..................................................................................................................................................... 4 C. Algorithmic Trading and Markets ..................................................................................................... 5 II. Overview of Equity Market Structure .................................................................................................. 7 A. Trading Centers ........................................................................................................................................ 9 B. Market Data ............................................................................................................................................. 19 III. Overview of Debt Market Structure .................................................................................................
    [Show full text]
  • Wachovia Corporation 2007 RISK ASSESSMENT
    Restricted - F.R. Wachovia Corporation 2007 RISK ASSESSMENT Top Tier Institution: Wachovia Corporation Business Lines: General Bank Group (GBG) Corporate Investment Bank (CIB) Capital Management Group (CMG) Wealth Management Group (WMG) Central Point of Contact: Richard F. Westerkamp, Jr. Team Members: Stan Poszywak, Deputy CPC and Basel Coordinator Danny Elder, Market Risk Nancy Stapp, Credit Risk Ryan Rehom, Interest Rate Risk and Liquidity Risk Jeremy Carter, Legal and Compliance Risk Todd Ryan, Operational Risk Jim Gearhart, Information Technology (IT) Kevin Littler, Financial Analyst Shared Support: Craig Frascati, Basel II Al Morris, Market Risk Jeremy Caldwell, Principal Investing Last Update: July 12, 2007 CONFIDENTIAL FCIC-134586 Restricted - F.R. Table of Contents page I. Institutional Overview 3 II. Risk Assessment Summary 20 Consolidated Executive Summary • Overall Summary Assessment of Inherent Risk 20 o Inherent Risk by Type • Overall Summary Assessment of Risk Management 23 o Risk Management and Controls o Risk Management by Type III. Detailed RAP Documentation 27 Credit Risk 27 Market Risk • Trading Book 47 • Banking Book 70 Liquidity Risk 84 Operational Risk 95 Legal and Compliance 116 IV. Risk l\1atrices and Institutional Overview Appendix Items 129 2007 Risk Matrices Appendix Items (Business Line Management) 2 CONFIDENTIAL FCIC-134587 Restricted - F.R. I. Institutional Overview Executive Summary Wachovia Corporation experienced significant growth through acquisition in Wachovia 3/31/07 RSSD 1073551 2006 2006 and the company is now the nation's fourth-largest financial holding Assets: $706Bn Nil : $15Bn company both in asset size and market capitalization (previously Wells Loans: $422Bn NIM: 3.12% Fargo's market capitalization was larger).
    [Show full text]
  • Best Interest Disclosure Page 1 of 4
    Best Interest Disclosure Page 1 of 4 We act in your best interest when we make recommendations to you. When we make a recommendation to you to open up an account; buy, sell, or hold any invest- ment; or to pursue an investment strategy (each a “recommendation”), we will do so in your best interest and not put our interest ahead of yours. As part of this promise, we want to make sure you understand our business practices that relate to our investment advice when acting as your broker-dealer. Charles Schwab & Co., Inc. (Schwab, us, or we) is registered with the Securities and Exchange Commission as both a broker-dealer and a registered investment adviser. Schwab is a subsidiary of The Charles Schwab Corporation, and our affiliates include Charles Schwab Bank, SSB (Schwab Bank), and various registered investment advisers whose activities are described in more detail below and in other documents referenced below. This document describes how we interact with you when we make recommendations when acting as a broker-dealer. We refer to this summary, along with the information we link to below about our pricing, how we pay our representatives, and how we give advice and make money, as our “Best Interest Disclosure.” You can always find this information, along with Client Relationship Summaries for both brokerage and investment advisory accounts, at www.schwab.com/transparency or by calling us at 800-435-4000. We hope you’ll take the time to read this information and ask questions. We welcome them. Type and Scope of Services Are there account minimums and will you monitor my account? When you open a Schwab brokerage account, we act as your custodian and safeguard your account and assets.
    [Show full text]
  • TWS Quick Start Guide
    TWS Quick Start Guide The following provides basic information on how to use Interactive Brokers' Trader Workstation (TWS). Read on and discover how easy it is to trade the very same system used by professional market makers every trading day. 1. Access the Trader Workstation (Standalone or Browser Based) 1. Choose between the Browser Based TWS and the Standalone TWS o The Browser Based TWS does not require you to download any software and is accessed from our website. o The Standalone TWS does require a download. Go to http://www.interactivebrokers.com/html/tws/index.html and download the TWS. 2. Initiate Login to the TWS o Browser Based TWS- To login to the TWS, go to the Interactive Brokers home page at http://www.interactivebrokers.com. Mouse-over LOGIN located in the top left side of the homepage and click Trade. o Standalone TWS- Once you have completed the installation of the TWS, an IB icon will be displayed on your desktop. Double click on the TWS icon displayed on your computer's desktop to login. 3. Login The Login window will appear prompting you for your username and password. Because IB's system is case sensitive, please make certain the Caps Lock feature on your keyboard is off. Type your username and password and press Enter. NOTE: If you have not installed the required Java plug-in, the Trader Workstation will not load properly but will prompt you to download the plug-in. 4. Validation If your username and password are valid, the TWS will come into view.
    [Show full text]
  • Guide to U.S. Options Electronic Trading Services
    Guide to U.S. Options Electronic Trading Services For Broker-Dealer and Institutional Investor Use Only. Not for Retail. Execution quality Order routing disclosure • BofA Securities (BofAS) maintains an Execution Quality Working • Rule 606 of SEC Regulation NMS requires broker-dealers to make Group (EQWG) that was created to review the performance and publicly available quarterly reports that identify the primary market evaluation of the U.S. options order flow executed through the centers to which they route non-directed customer orders in firm’s algorithms and our smart order router(s). The EQWG’s exchange-listed stocks and equity options. Our Rule 606 reports also mandate includes, but is not limited to, identifying and addressing disclose the material aspects of our relationships with market centers conflicts of interest that might affect the delivery of best to which we direct orders. Rule 606 reports for BofAS are available execution; development and review of routing logic, new via the public website (https://www.bofaml.com/en-us/content/ prospective venues and monitoring of existing venues’ execution best_execution.html), and upon your request we will provide additional quality; and assessing and responding when appropriate to market details concerning the routing and execution of your order, including changes and market structure developments that may have a the market center(s) that executed your order. bearing on execution quality. The EQWG meets on a quarterly and • The U.S. option exchanges have rules which require member firms ad hoc basis as needed. to identify certain orders as being entered on behalf of a • In addition to the EQWG, BofAS maintains a Retail Best Execution “Professional Customer.” The account of a non-broker-dealer is Working Group.
    [Show full text]
  • Fintech and Market Structure in Financial Services
    FinTech and market structure in financial services: Market developments and potential financial stability implications 14 February 2019 The Financial Stability Board (FSB) is established to coordinate at the international level the work of national financial authorities and international standard-setting bodies in order to develop and promote the implementation of effective regulatory, supervisory and other financial sector policies. Its mandate is set out in the FSB Charter, which governs the policymaking and related activities of the FSB. These activities, including any decisions reached in their context, shall not be binding or give rise to any legal rights or obligations under the FSB’s Articles of Association. Contacting the Financial Stability Board Sign up for e-mail alerts: www.fsb.org/emailalert Follow the FSB on Twitter: @FinStbBoard E-mail the FSB at: [email protected] Copyright © 2019 Financial Stability Board. Please refer to: www.fsb.org/terms_conditions/ Table of Contents Page Executive summary .................................................................................................................... 1 1. Background and definitions ............................................................................................... 3 2. Financial innovation and links to market structure ............................................................ 5 2.1 Supply factors – technological developments ............................................................ 6 2.2 Supply factors – regulation .......................................................................................
    [Show full text]
  • Swissquote Conference on Interest Rate and Credit Risk: Program
    Swissquote Conference on Interest Rate and Credit Risk: Program Thursday, 28th October Venue: Polydôme at EPFL 07:45-08:45 Registration/welcome coffee 08:45-09:00 Welcome Address Swissquote Capital Conservation and Risk Management 09:00-10:00 Dilip Madan (Discussant: Fabio Trojani) 10:00-10:30 Coffee break Modeling Counterparty Exposure and CVA 10:30-11:30 Giovanni Cesari (Discussant: Rüdiger Frey) On the Relative Pricing of long Maturity S&P 500 Index Options and CDX Tranches 11:30-12:30 Pierre Collin-Dufresne (Discussant: Markus Leippold) 12:30-14:15 Lunch break LIBOR Market Models with Stochastic Basis 14:15-15:15 Fabio Mercurio (Discussant: Paul Schneider) 15:15-16:00 Jean-Pierre Danthine Keynote Speech: Money Markets and Monetary Policy in and after the Crisis 16:00-16:30 Coffee break Financial Innovation after the Crisis 16:30-18:30 Panel Discussion Pierre Collin-Dufresne, Rajna Gibson, David Lando, Dilip Madan, Fabio Mercurio, Erwan Morellec (moderator) 18:30-19:30 Aperitif Swissquote Conference on Interest Rate and Credit Risk: Program Friday, 29th October Venue: Polydôme at EPFL 08:15-09:00 Welcome coffee Default Contagion and Systemic Risk in Financial Networks 09:00-10:00 Rama Cont (Discussant: Thorsten Schmidt) 10:00-10:30 Coffee break Good Deal Bound Pricing, with Applications to Credit Risk 10:30-11:30 Tomas Björk (Discussant: Damir Filipovic) Structural and Reduced-form Approaches to Calculating CVA for Portfolios of CDSs 11:30-12:30 Alex Lipton (Discussant: Semyon Malamud) 12:30-14:15 Lunch break Dynamical Counterparty
    [Show full text]
  • Sofi: We Help You Get Your Money Right
    Get Your Money Right Borrow, Save, Spend, Invest and Protect © 2020 Social Finance, Inc. Confidential Information. Do not copy or distribute. Advisory services offered through SoFi Wealth LLC. SoFi Money® is offered through SoFi Securities LLC. SoFi Lending Corp., CFL #6054612. NMLS #1121636. Disclaimer Confidentiality and Disclosures This presentation has been prepared for use by Social Capital Hedosophia Holdings Corp. V (“Social Capital”) and Social Finance, Inc. (“SoFi”) in connection with their proposed business combination. This presentation is for information purposes only and is being provided to you solely in your capacity as a potential investor in considering an investment in Social Capital and may not be reproduced or redistributed, in whole or in part, without the prior written consent of Social Capital and SoFi. Neither Social Capital nor SoFi makes any representation or warranty as to the accuracy or completeness of the information contained in this presentation. The information in this presentation and any oral statements made in connection with this presentation is subject to change and is not intended to be all-inclusive or to contain all the information that a person may desire in considering an investment in Social Capital and is not intended to form the basis of any investments decision in Social Capital. This presentation does not constitute either advise or a recommendation regarding any securities. You should consult your own legal, regulatory, tax, business, financial and accounting advisors to the extent you deem necessary, and must make your own decisions and perform your own independent investment and analysis of an investment in Social Capital and the transactions contemplated in this presentation.
    [Show full text]