Investor Center> Monthly Statement

Monthly Statement

Quest’s combination brokerage and banking statement monitors your portfolio's gains/losses and keeps track of cash management activity. Your monthly statement includes the following sections:

• Summary of Accounts
An optional page which shows the combined assets of all accounts in your household.

• Portfolio Equity Allocation
Depicts assets in a pie chart format.

• Portfolio Summary
Displays the cost basis for all your portfolio holdings.

• Cash Management Activity
Captures direct deposits/payments, checking, bill payment and Visa® Gold debit card transactions.

• Capital Gains Summary
Offers a quick overview of your short- and long-term gains/losses.

• Realized Gain/Loss Detail
Shows positions closed (or sold) during the current period on a trade date basis.


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