Will I receive confirmation of portfolio purchases with the purchase price?

Modified on Wed, 11 Feb at 5:59 PM

Individual confirmations are not sent for each purchase. Detailed information about portfolio purchases, including purchase price and other relevant data, is available:

  • in the quarterly statements provided to clients,

  • in the transaction history of managed portfolios in the app/system

However, you will receive confirmation of the stock purchase directly by email immediately after the purchase.


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