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Submitted by Amie Snyder
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Your statement provides details on your account activity and positions for the current period. The statement is designed to help you make informed decisions about your account, while helping you effectively manage your investments and plan your financial future. Some of the information provided in your statement includes:
Positions in your account grouped by investment type
Current-period transaction activity
Detailed information about your investments
Cash management activity, including checking and debit-card transactions, when applicable
Realized and Unrealized gain (Loss) information at summary and lot levels (for retirement accounts, Closed and Open Lot Gain/Loss information will be displayed)
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LinkedIn Recommendation:
 Eura Unrath - Scientific Photographer at Roboto Industries - Teo wrote my business plan and found some revenue models I hadn't considered. I am looking forward to working with Teo on some of the things in the plan. Great work. Great at finding potential problems and working through to the best answer. I had a good time working with him too. If you need a business plan, Teo does a great job! - March 17, 2012, Eura was Teo's client |
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