Asset: 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.

Context: Identifying the document.

1. Bank/firm header

2. Account summary

3. Asset summary

Key takeaways: Important information.

1. Accountholder’s name

2. Account type

3. Account number

4. Statement date

5. Current value of assets