Financial Words Crossword

123456789101112131415
Across
  1. 2. Joint Tenant with Rights of Survivorship
  2. 3. Type of digital money account
  3. 4. Person who inherits an asset
  4. 7. ___IRA
  5. 8. Person who acts on behalf of a client, putting their interest first
  6. 10. Individual Retirement Account
  7. 12. TD____
  8. 14. Loan against value of your securities
  9. 15. Year to Date
Down
  1. 1. A policy that provides protection
  2. 5. Money earned in a savings account
  3. 6. Assets Under Management
  4. 9. ____Schwab
  5. 11. Not in Good Order
  6. 12. Product that offers a guaranteed income stream
  7. 13. Transfer on death