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Expert Q&A

What kind of reporting can I expect from a financial advisor about my accounts and how often?


Related Topics: Investments, Retirement Planning, Financial Planning
Related Tags: Financial Advisor
Philip J. Zaczek
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By Philip J. Zaczek - Morgan Stanley Smith Barney
Answered about 1 year ago

Online information is available 24/7, formal reporting is usually done quarterly.

Brett H. Carolan
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By Brett H. Carolan - Brighton Jones
Answered about 1 year ago

This all depends on the advisor. Generally you will receive monthly statements from the custodian, a more in depth report when you meet with the advisor and access to the accounts daily thru the custodian or advisor web portal.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 1 year ago

Reporting can range from once a month, (insurance companies), to once a quarter, (most investment companies and mutual funds), to once a year, (bank Certificate of Deposits accounts).

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