It’s your money. Find out more.

Take a closer look at the statements you receive from your investment dealer this year. You will find two reports with new, personalized information about how well your investments have performed and how much you paid directly or indirectly in the past year for the services that your dealer provided to you.

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 financial advisor and make more informed decisions about your investments.

To better understand the new information, visit pages of our website that explain your fees and services, and your personal rate of return. If you have questions, speak to your financial advisor.

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