Reading Investment Statements: How to Get Answers to Key Questions

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the information is not obvious. In addition the information contained on statements is essential for filing income tax returns and court accountings. Knowing how to properly treat complex transactions such as splits, mergers, and spinoffs can save significant time and improve accuracy. Learning how to use data downloads can increase efficiency, reduce time, and reduce costs.