| 释义 |
portability agreement Portability AgreementAn agreement between a brokerage and a client allowing the client to take his/her accounts and transfer them to another brokerage. A portability agreement may even exist if the financial product being transferred is proprietary to the first brokerage.portability agreement The ability of an investor to transfer a proprietary brokerage product, such as a mutual fund, to an account at a different brokerage firm. |