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Brokerage Statement(s)

Brokerage statements are used to verify assets or income in brokerage accounts.

These statements must be computer-generated or typed and identify clearly:

  • Depository institution
  • Account holders
  • Account number
  • Time period covered by the statement
  • Deposit and withdrawal transactions
  • Ending account balance

Avoid delays in processing your loan

For all documents:

  • Make sure the copies you send are legible.
  • Do not include documents that have been altered with correction fluid or by other means.
  • Submit the entire requested document and include all pages (even blank ones).

For this document:

  • Check that you’re sending the document for the requested period (six months, one year, etc.).
  • Attach English translations of any documents from foreign countries, including a statement that certifies that the translation is complete and accurate.
  • Convert foreign currency amounts to US dollars with any translation.