How do I set up Recurring Deposits?
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FAQ
Find answers to frequently asked questions about Ethical Capital Investment Collaborative.
How do I Transfer my Old Accounts to Ethical Capital?
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What's the Best Way to Refer a Friend to Ethical Capital?
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Does Ethical Capital offer Financial Planning?
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What Types of Accounts do you Offer?
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Is Ethical Capital a Mutual Fund, ETF, or Hedge Fund?
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Who can invest with Ethical Capital Investment Collaborative?
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What are your investment minimums?
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Will You Invest in My Startup?
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Are We Invested in Congolese Mining?
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Is It Ethical to Invest in Real Estate?
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Where Should I Go to Learn More about Managing My Finances?
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How Does Ethical Capital Use its Influence to Support its Mission?
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How do I compare Forward-Looking Yield (APY) and Historical Total Return?
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Should I Opt In to the Securities Lending Program?
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Should I Opt In to the Dividend Reinvestment Program ("DRIP") for Stocks and ETFs?
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Should I Opt Into the Sweep Program?
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How can I balance my own needs and my desire to give generously?
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What is the minimum investment?
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Is Ethical Capital a fiduciary?
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How do you screen companies?
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Can I exclude certain stocks?
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What are the ways to hold cash in my investment account?
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What happens when I receive a dividend?
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What options are available when opening my account?
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Can I exclude certain stocks from my portfolio?
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Is it ethical to invest in real estate?
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Where can I find resources for philanthropic giving?
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How do I compare forward-looking yield and historical returns?
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Where can I learn more about managing my finances?
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What type of firm is Ethical Capital?
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What is Ethical Capital's investment philosophy?
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What should I know about ethical investing?
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How do I Add a Beneficiary to My Account?
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How Do I Add or Update a Beneficiary?
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Where are my Assets Held?
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How do I deposit funds?
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How do I withdraw funds from my account?
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What are your fees?
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How do you handle market volatility?
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Do you offer tax-loss harvesting?
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What makes you different from other ESG funds?
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Does your organisation have a responsible investment policy?
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How are financially material ESG factors incorporated into this strategy?
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What information is disclosed in regular client reporting on the responsible investment activities and performance of this strategy?
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How does your organisation audit the quality of its responsible investment processes and/or data?
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What is your organisation's overall approach to responsible investment?
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Investment Basics
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ESG & Ethical Screening
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Account Management
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Registered Investment Adviser
Investment Adviser Representative | CRD #316032