How often are investment statements provided?
Investment statements are provided quarterly, allowing clients to track their portfolio performance and gain insights into their investment activity. These statements offer a comprehensive overview of the client's holdings, including details on transactions, dividends, interest, and overall portfolio value. Additionally, these statements provide a breakdown of individual investments and their respective returns. Allmerica Financial values transparency and strives to keep clients well-informed about their investments. Clients can also access their investment statements online through the Allmerica Financial website, ensuring convenient and timely access to important financial information. With quarterly investment statements, customers can stay up-to-date with their portfolio's progress and make well-informed decisions to achieve their financial goals.
Answered Nov 1, 2023
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