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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:
 Jamie Pratt - Market Developer at Turboware - Teo helps me with the daily management of my customers' social media accounts. He has an entire system dedicated to social media management, and it is easy to use, provides easy reporting and allows me to communicate with my customers through the system - they can log in and participate. I haven't seen anything else like it on the web. It's not available to the general public, yet - I was one of the beta testers, but if you need something like this, just ask Teo and I am sure he will send you some details. Great system! - March 19, 2012, Jamie was Teo's client |
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