Take a closer look at the reporting you receive from your investment advisor. At least annually, you should receive reports that contain personalized information about the cost of your investments and how they have performed.
Taking the time to read and understand these reports will put you on the path to being a more knowledgeable investor. You’ll be able to have better discussions with your investment advisor and make better informed decisions about your investments.
To help understand the new information contained in your reports, visit pages of our website that explain your fees and services, and your personal rate of return. If you have questions, speak to your advisor.