Designed specifically for healthcare clients, Certiphi Screeningâs proprietary SanctionsBase tool provides an easy, intuitive to conduct ongoing excluded parties screening on both employees and contractors.
DEFINITION of 'Portfolio'. A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts.Portfolios are held directly by investors and/or managed by financial professionals.Next Up.hink of an investment portfolio as a pie that is divided into pieces of varying sizes representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation.
WellsTrade brokerage accounts linked to a Portfolio by Wells Fargo program. Portfolio by Wells Fargo is Wells Fargo Bankâs relationship banking program that consists of a Wells Fargo Portfolio Checking account with Wells Fargo Bank, N.A. (a Wells Fargo & Company bank affiliate) and other qualifying accounts such as a brokerage account. The Portfolio by Wells Fargo program is free of the $30 monthly service fee for each month that one of the requirem ents in statement-ending balances is met: $25,000 or more in qualifying