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Institutional
Investor - Yes, my firm manages over $100 Million.
The
Zacks system for Institutional Investors displays current
estimates, morning meeting notes and full text brokerage
reports, with a minimum of clutter, from those brokers
with whom your firm has a research or trading relationship.
If you select the Institutional Investor service you will
be contacted by Zacks personnel to confirm your identify
after which the brokers will be asked to permission your
account for research access.
If your organization is an SEC registered investment advisor,
a bank trust department, an internally managed non taxable
fund, or a hedge fund and manages over $ 100 Million in
US Equities you should select this choice. |
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Professional
- No my firm is not an Institutional Investor.
This
Zacks system is designed to offer professionals employed
by Investment Banks, smaller Investment Advisors, Independent
Broker Dealers, and Financial Planners access to paid
brokerage research from 78 US and Canadian brokerage firms,
to 3rd party research for 11 providers and to free brokerage
research from as many firms as possible.
Before you can access free brokerage research, you will
be asked to identify specific individual contacts and
contact phone numbers at each of the major brokerage firms
from whom you would like to receive free research. If
you can identify such individual contacts who have the
authority to authorize you for research access you should
select this choice.
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