Investor Education FundUnderstanding Your Account StatementShare With a FriendClose This Window
Get Started

As an investor, you need to keep track of your money carefully. One of the most important things you should do is to review your account statements. Why?

You can find out how you're doing

Are your investments doing as well as you expected? Do you know what they are worth? Is it time to sell any of your investments? Your statement gives you information to help you answer these and other important questions.

You can make sure everything's in order

It's up to you to check your statement and report any errors promptly. Are all changes and transactions for the period properly reported? Does the statement say "bought" when it should say "sold?" Mistakes can and do happen. The longer you wait, the more difficult it is for the financial firm to fix an error.

Explore Your Statement
Shows you some sample statements. To learn how to read and understand what's in them, just roll your cursor over the different sections.

Check Your Statement
A list of things you should do each time you receive an account statement.

Dig Deeper
Five things you need to think about when reviewing your investments.