Understanding Your Statement and Online Access
When you begin investing, one facet that can be overwhelming is the amount of information that is provided on a typical brokerage statement. Then, when you log in online to look at your account, you find it is just as confusing. For this reason, the Wentz Financial Group began having statement and online access classes. This gives everyone the opportunity to understand their monthly brokerage statement. We provide everyone in the class a copy of their most recent brokerage statement, and then go page by page giving everyone a complete analysis of the statement as a whole.