Ocrolus API

Ocrolus API Documentation

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Brokerage Statement

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

asset_statement-General:nameOfBankOrBrokerage

Text

Name of the entity issuing the portfolio statement

asset_statement-General:accountHolder1

Text

Name of the primary account holder on the statement

asset_statement-General:accountHolder2

Text

Name of the secondary account holder on the statement

asset_statement-General:address:addressLine1

Text

Address Line 1 of the account holder(s)

asset_statement-General:address:addressLine2

Text

Address Line 2 of the account holder(s)

asset_statement-General:address:city

Text

City in which the account holders who owns the portfolio resides

asset_statement-General:address:state

Text

Formatted 2 character state code. State in which the account holders who owns the portfolio resides

asset_statement-General:address:zip

Text

Formatted 5 digit ZIP code. Zip in which the account holders who owns the portfolio resides

asset_statement-ValueInfo:endingBalance

Money

Amount of money in the portfolio on the last date of the statement

asset_statement-ValueInfo:dateOfEndBalance

[Date]

Date of the ending balance

Updated 13 days ago


Brokerage Statement


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