A brokerage/portfolio statement is issued by an asset manager, brokerage, or bank to an individual to detail information about and composition of assets or investments. The brokerage statement is a common form type found in mortgage, specifically for for verification of assets.
JSON Attribute | Data Type | Description |
|---|---|---|
| Text | Name of the entity issuing the portfolio statement |
| Text | Name of the primary account holder on the statement |
| Text | Name of the secondary account holder on the statement |
| Text | Address Line 1 of the account holder(s) |
| Text | Address Line 2 of the account holder(s) |
| Text | City in which the account holders who owns the portfolio resides |
| Text | Formatted 2 character state code. State in which the account holders who owns the portfolio resides |
| Text | Formatted 5 digit ZIP code. Zip in which the account holders who owns the portfolio resides |
| Amount of money in the portfolio on the last date of the statement | |
| [Date] | Date of the ending balance |
Updated 13 days ago