{"id":290691,"date":"2005-01-10T11:30:00","date_gmt":"2005-01-10T16:30:00","guid":{"rendered":"https:\/\/www.investmentexecutive.com\/uncategorized\/tool-helps-investors-understand-account-statements\/"},"modified":"2019-10-31T05:51:57","modified_gmt":"2019-10-31T09:51:57","slug":"tool-helps-investors-understand-account-statements","status":"publish","type":"post","link":"https:\/\/www.investmentexecutive.com\/building-your-business\/financial-planning\/tool-helps-investors-understand-account-statements\/","title":{"rendered":"Tool helps investors understand account statements"},"content":{"rendered":"<p>The Investor Education Fund has launched an easy-to-use, plain language program called &#8220;Understanding Your Account Statement&#8221; to help investors make sense of statements from dealers and fund companies.<BR><BR>The tool located in the Interactive Centre of its website &#8211; www.investorED.ca.<BR><BR>&#8220;Seven out of 10 respondents of a recent informal online survey believed investment statements are incomplete or hard to understand,&#8221; says Terri Williams, president of the Investor Education Fund. &#8220;Average retail investors have struggled for years to understand the information they receive on their statements. Our new online program aims to demystify these very important documents.&#8221;<BR><BR>The program was developed in consultation with Dalbar Inc., a Toronto-based research firm specializing in measuring effectiveness of account statements and other industry services.<BR><BR>Understanding Your Account Statements helps investors:<\/p>\n<ul>\n<li>Realize the importance of reviewing their statements;\n<li>Understand the jargon on their statements;\n<li>Learn what information they should check on their statements; and\n<li>Dig deeper to learn more about tracking their investments.<\/ul>\n<p>The program allows investors to explore three interactive sample statements that may be similar to their own.<BR><BR>&#8220;As many investors receive their annual statements this month, they should take the time to visit www.investorED.ca and learn about how to interpret the information their statements contain,&#8221; Williams says.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investor Education Fund, DALBAR develop program to assist investors<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2336,2337],"tags":[2532,3266],"yst_prominent_words":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/290691"}],"collection":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/comments?post=290691"}],"version-history":[{"count":1,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/290691\/revisions"}],"predecessor-version":[{"id":375747,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/290691\/revisions\/375747"}],"wp:attachment":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media?parent=290691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/categories?post=290691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/tags?post=290691"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/yst_prominent_words?post=290691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}