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Finance Glossary

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Customer Statement


"I love my broker!"...said no one ever.

Technically, a customer statement is a piece of paper (electronic or dead tree) that simply outlines what the customer did during the month: the trades they made, what their account is now worth, what they currently own, etc. You get 'em from your bank accounts, credit card accounts, and investment accounts. The SEC requires quarterly statements for investment accounts, but most brokerages send customer statements monthly—sort of a marketing thing.