PPT Slide

Transfers and Information

Examples:

Stock brokers: Etrade, e.Schwab

Mutual fund companies: Vanguard, AIM

Annuities: TIAA/CREF

Banks/S&Ls/Credit Unions: IU Credit Union

Microsoft, Intuit, and CheckFree have

developed a standard for exchange of financial information over the Internet (Open Financial Exchange)

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