Combination Banking / Brokerage Accounts

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Monthly Statements


Summary of Accounts
An optional page which shows the combined assets of all accounts in your household.





Portfolio Equity Allocation

Depicts assets in a pie chart format.




Portfolio Summary

Displays the cost basis for all your portfolio holdings.


Cash Management Activity
Captures direct deposits / payments, checking, bill payment and Visa® Gold debit card transactions.



Capital Gains Summary
Offers a quick overview of your short- and long-term gains/losses.

Realized Gain/Loss Detail
Shows positions closed (or sold) during the current period on a trade date basis.






 
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