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Brokerage Statement(s)

Used to verify assets or income in brokerage accounts. Brokerage accounts are a type of financial account that investors use to buy stocks, bonds, mutual funds, and other investments.

You may be asked to provide brokerage statements to identify:

  • Institution holding the deposits
  • Account number and account holders
  • Time period covered by the statement
  • Deposit and withdrawal transactions
  • Ending account balance

Reminder

  • Make sure documents cover the requested period (2 – 3 months, 1 year, etc.).
  • Documents from foreign countries should be accompanied by English translations, including a translation certification document.
  • Foreign currency amounts should be converted to US dollars.

Tips for a smoother application process

  • Make sure documents are clear and legible.
  • Don't alter any pages (no strikethroughs, cross-outs, etc.).
  • Send all pages, even the blank ones.