Tax planning and preparation are simplified
with your comprehensive year-end summary statement.
Capital Gains Summary
Provides a snapshot of your realized and unrealized gains/losses.
Detailed Income Summary
Itemizes dividends, interest, and other distributions paid
throughout the year.
Investment Activity Details
Includes securities purchases and sales, reinvestments,
principal payments, etc.
Realized Gains/(Losses)
Lists short-term and long-term "sold/closed positions"
separately.
Cash Management Activity
Recaps checking, web bill payment, and Visa® Gold debit
card activity by expense category.
Additional
Valet & Banking Services...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
| |
|
| |
|
| |
|
| |
|
|
