Transcription of Your quick reference guide to reading your statement
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Your quick reference guide to reading your statement
Your quick reference guide to reading your statement Your statement from TD Ameritrade is organized by sections Your statement to give you all of the information you need to know about Overview your account in a way that's simple to view and understand. O ffers detailed statement sections include: straightforward features Portfolio Summary Helps you see Cash Activity Summary what's happening Income & Expense Summary (Non IRA) to your account Shows Retirement Account Summary (IRA Only). summaries, Required Minimum Distribution (RMD) (IRA Only) allocations, Performance Summary positions and more Online Cash Services Summary Income Summary Detail Account Positions Online Cash Services Transaction Detail Account Activity Insured Deposit Account Inter
Your quick reference guide to reading your statement ... are reconciled here for quick reference. All account activity is summarized for the current period and year-to-date. Income & Expense Summary ... *This section displays current and year to date taxation values for this account. The current totals may not equate to the total payments ...
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