Tips for Investing

Tips for your Protection
Whether you work with a broker or adviser or you trade on your own, you should always monitor your investments. By keeping an eye on your investments, you can prevent minor mistakes from turning into big problems. You can protect yourself by taking the following steps:

  1. Read and keep all documents that you receive from your broker, mutual fund or investment adviser.
    Check to make sure your confirmations and account statements are accurate.

  2. Keep good notes of communications with your broker or adviser.
    Taking notes when you're talking to your broker or adviser will help if there is a problem.

  3. Get all confirmations and account statements sent directly to you.
    If you can't look after your own investments, get copies of these documents sent to someone you trust, such as a family member, lawyer or accountant so that there is always a pair of independent eyes looking after you.

  4. If you don't get account statements or confirmations, follow up.
    You have a right to this informa...

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