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Recordkeeping is made easy with a consolidated monthly or quarterly statement that provides an easy-to-read summary of all your financial activity. Depending on the type of account you have, you may enjoy all or some of these features:
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Asset allocation chart
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Income summary page
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Portfolio detail on securities positions and current market value
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Detailed cost basis with realized and unrealized gain/loss information
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Expense coding to help organize your checkwriting activity
In addition, you will receive a tax form summarizing your annual account activity for tax reporting purposes.
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