# Portfolio Account Statements

Portfolio accounts are a type of investment account that allow accountholders to hold a variety of different assets, such as retirement accounts, stocks, bonds, and mutual funds. Portfolio accounts are often offered by brokerage firms.

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**Context:** Identifying the document.

1. Bank/firm header
2. Account summary
3. Asset summary

**Key takeaways:** Important information.

4. Accountholder’s name
5. Account type
6. Account number
7. Statement date
8. Current value of assets