Investing term

What is Account statement?

The monthly or quarterly document summarising your account activity, balances, and realized gains.

An account statement is the periodic summary your broker sends — monthly or quarterly — listing your holdings, their values, every transaction, and any realized gains or income over the period. It's the official record for checking that trades settled correctly and for filing taxes, and it's worth reconciling against your own notes.

For example

Your Q1 statement shows you bought 10 shares in January, received a $12 dividend in February, and ended March with a balance of $4,180 — the paper trail for the whole quarter.

Account statement is taught hands-on in Stage 7 — Brokers, Accounts & Getting Started.

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Related terms

BrokerThe licensed firm you go through to buy and sell investments on an exchange.Brokerage accountThe account you open at a broker to hold your investments.CommissionThe per-trade fee some brokers charge to execute an order.Customer supportThe broker's ability to actually help when something goes wrong.
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