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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:
 Kay Nikookary - Marketing and Brand Specialist - Information Architect! What a perfect title for the man that knows so much about technology, execution, business strategy and how to put it all together to make huge strides for your organization. I have seen Teo at work and would recommend him to anyone seeking a dynamic speaker on the diverse and complex topic of technology, I would recommend Teo to anyone starting or restructuring their company to take advantage of technology and tap into the global marketplace. He is the ideal consultant, speaker, project leader! Teo is one of those rare gems that knows IT and can truly be the architect of your system; and yet explain it you, and others like me, that don't always understand or want to know the technology side of the picture. He is a very personable gentleman who knows his stuff and if you are considering a technology question, then you need to at least have a conversation with him - because he WILL add value for you! - August 17, 2008, Kay was Teo's client |
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