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® debit
card activity by expense category.
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