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| Reporting
Choices You are prompted to select a specific account and the type of report format you would like to see. You may choose an Account Summary or Investment Detail to view your assets. Select from several reports to see activity (transactions) that has already settled or is currently pending. Investment Online information is continuously updated throughout each business day. You may also view electronic versions of your recent Account Statements. Choices within "Site Options" include Help pages and Logout. Under "Account Tools," you can "Group," or associate, accounts together for reporting assets. Click "Next" to see examples. |
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