General

SIPC (Securities Investor Protection Corporation)

SIPC is a nonprofit corporation that protects customers of failed broker-dealers by restoring securities and cash up to $500,000 per customer, including $250,000 for cash claims.

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Exam Tip

SIPC = $500K total, $250K cash. Protects against FIRM FAILURE, NOT investment losses.

What is SIPC?

The Securities Investor Protection Corporation (SIPC) is a nonprofit membership corporation that protects investors if their brokerage firm fails. It does NOT protect against investment losses—only against broker-dealer failure.

SIPC Coverage Limits

Coverage TypeLimit
Total Protection$500,000 per customer
Cash Claims$250,000 maximum
SecuritiesIncluded in $500,000 total

What SIPC Protects

ProtectedNOT Protected
StocksMarket losses
BondsBad investment advice
Mutual fundsCommodities
CDs held at brokerFutures contracts
Cash at brokerCryptocurrency
Fixed annuities
Investment contracts not registered as securities

How SIPC Works

  1. Brokerage firm fails
  2. SIPC steps in as trustee
  3. Transfers customer accounts to another broker
  4. Returns securities to customers
  5. Pays cash claims up to limits

SIPC vs. FDIC

FeatureSIPCFDIC
ProtectsBrokerage accountsBank deposits
Coverage$500,000$250,000
Covers lossesNoNo
Member typeBroker-dealersBanks

Important Notes

  • SIPC coverage is per customer, per firm
  • Joint accounts may have separate coverage
  • Most broker-dealers are SIPC members
  • Some firms carry additional "excess SIPC" insurance

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