A brokerage report is a breakdown of all your transactions on your brokerage account. This is also documentary evidence that you own securities. For example, the brokerage report of the Freedom Broker company is a sufficient ground for access to the meetings of shareholders of the companies which shares you bought.
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Why do you need a brokerage report?
A brokerage report may be needed if you want to see detailed information on transactions, portfolio, commissions and other indicators. This can help when filing your tax return. You can set the reporting period yourself.
What data the brokerage report includes?
• information about open positions in your portfolio;
• deposits and withdrawals of funds;
• transactions;
• currency balances;
• fees and commissions;
• cash-flow and securities movement (for example, dividends or transfers between accounts within Freedom Broker).
How to obtain a brokerage report?
You can obtain a brokerage report in several ways:
1. Upload yourself from the Freedom Broker platform in the mobile app or website.
2. Request from the company by contacting the manager or support("Support" → "Contact support" in Freedom Broker);
3. Order a document by submitting an order in the "Member Area" → "Orders of documents".