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How do I understand and review my investments?

Establish a way to track and target your investment growth. You need to regularly review your portfolio in order to make adjustments to meet your goals.

Understand your statement.

Keeping track of your investments is an important part of being a smart investor. Your brokerage firm will send you an account statement either monthly or quarterly, which details all of your holdings with the firm. Reviewing your statement on a regular basis will keep you up to date on where your account stands and the progress you’re making in meeting your investment objectives.

When reviewing your statement, you’ll want to check the following information:

Account Summary—Total value of your investments plus any gains and losses since your last statement
Portfolio Detail—A listing of your individual holdings, the value and change in value from the previous statement
Income Summary—The interest and dividends your investments have paid for the statement period and year-to-date
Daily Activity—Listing of all the transactions that took place over the statement period

Review all of your accounts online.

In addition to a paper statement, some brokerage firms provide password-protected online access to real-time information. This allows you to manage your brokerage accounts whenever and wherever you have Internet access. You can review your account activity and access the latest market research and articles—all online. You can also download your brokerage information into a financial software management program like Quicken^®, QuickBooks^®, or Microsoft^® Money.

Wachovia Securities Online Brokerage

However you choose to review and manage your investments, our Financial Advisors are ready to help you. If you have questions about any of your accounts or their information, contact us by phone at (800) 950-2296 or online.

Locate a Financial Advisor at a Branch Near You

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08/04

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Only deposit products are FDIC-insured.

Periodic investment plans do not assure a profit and do not protect against loss in declining markets. Since such a plan involves continuous investment in securities, investors should consider their financial ability to continue purchases through periods of low price levels.

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How do I understand and review my investments?

Understand your statement.

Review all of your accounts online.

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