The reinvested shares are added to the existing share balance. ATM transactions are identified by the name of the institution. Summary statements can be a useful tool in tax preparation. For more information or to see a sample annual summary statement, please contact your Financial Advisor. Checks, deposits, VISA Gold transactions, electronic payments and deposits are recapped separately in addition to appearing in the transactions section.
Deposits appear in chronological order.
VISA transactions are reported by date cleared, and include the transaction date to facilitate reconciliation. Checks are listed in check number order for your convenience. You can code your checks to help categorize expenses. The 13 th month annual summary statement will group and total these expenses by code. Electronic payments are listed separately and in chronological order.