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Investor Services Crossword

Across
Percentage ownership in an asset.
A ____ refers to the loan on our marketplace
A formal legal document that is required by and filed with the Securities and Exchange Commission (SEC) that provides details about an investment offering for sale to the public.
Individual Retirement Account
A ___ is a non-bank person or organization trading securities in quantities large enough to qualify for preferential treatment.
A technique that reduces risk by allocating investments among various financial instruments, industries, and other categories.
A ___ is a financial security that generally has a longer term than a bill but a shorter term than a bond.
Down
Allows you to select from a series of preset filters, which automatically invests in desired notes, as soon as they become available for purchase.
Application Programming Interface
The paying off of debt in regular installments over a period of time.
Allows investors to choose more specific note criteria. Based on the filters selected (ie employment status, debt to income ratio, or overall credit score, etc.) this may be useful to achieve a more desired portfolio.
An investor that is able to purchase the entirety of the loan rather then a note.
Individual investors who buy and sell securities for their personal account, and not for another company or organization.
The return an investor makes off a note.
3rd Party company that manages IRA account on behalf of investor