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Why didn I receive a Summary of Security Dispositions statement for my Access or Parameters Account?

April 26, 2017account dispositions parameters security summary

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Why didn I receive a Summary of Security Dispositions statement for my Access or Parameters Account?

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Access and Parameters clients do not receive a Summary of Security Dispositions. Your 4th Quarter Performance Review (for individual accounts) or fiscal year-end Performance Review (for corporate accounts) contains a summary of capital gains/ losses. You will also receive the Year-End Supplementary Tax Information package, which provides a gain/loss summary and fee summary for the year.