Read custody account statements

30.07.2024 – Read new instructions for deposit statements in the learning centre

Portfolio statements are important in order to better assess your own portfolio and its performance, but they are not always easy to read. For this reason, we have expanded our learning centre to include precisely this point. Under the "Learning Centre" section of our website, you will now find the section "Reading portfolio statements". Here we explain not only how you can call up your securities account statements, but also what is hidden behind each item of the securities account statement. Each item of the custody account statement is described and illustrated. We want to give you the opportunity to call up and read your custody account statements correctly at any time, even outside our service hours. Of course, you can still contact us by telephone if you have specific questions about your custody account statements.

You can find everything you need to know about custody account statements here: Learning centre Reading custody account statements

Back to overview
TÜV Nord ZertifizierungVFIMidsummerSailUnternehmensnetzwerk "Erfolgsfaktor Familie"DVFA - Berufsverband der Investment ProfessionalsDie Arche
Contact us