The contract with the management company might require monthly financial statements.
You may consider this as an alternative, or in addition to, your monthly statements.
"My monthly statements never showed a negative balance," he said.
We then receive a single monthly statement from the company.
I silently thank him every time my monthly statement arrives.
"Except that he doesn't even get monthly statements of his holdings."
They provided investors a monthly statement, usually just two pages.
Thus new interest charges accumulate before the monthly statement is received.
A monthly statement from a local bank listed a balance of three thousand dollars, not exactly what they had in mind.
A computer had started all this by changing his monthly statement.