7.4.7 Your investment account statement

When you receive your account statement, check that it is complete and correct. Always keep your old statements in case you ever need these records for reference.

Use this guide to check off each item as you review it.

Investment account statement review

First questions—Check these on every statement you receive.

More questions—Analyze your statement in more depth at least once a year. Discuss any questions you are not sure of with your investment advisor.


While you need to pay attention to your  statement, don't overreact to small changes. The value of many investments will  normally change from one statement to the next. When you buy an investment,  discuss with your advisor what the normal changes in value are.

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