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Subject: keeping old statements

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nylgia callaway

05/04/2007 9:42 PM
Hi, I really like this site a lot, especially the treasurer's workshops. I am just starting to dig into the depths of what is available here. However, I have an important question (for me at least). How long do I need to keep old broker, DRP, mutual fund, and bank statements? I have some going back over a decade. I'm thinking between five and seven years, but I'm hoping less. Thanks

Danny Matthews

05/04/2007 9:56 PM
I would expect seven years is sufficient. If you are on TD Ameritrade they keep ten years of statement online for you. If you have them e-mailed to you I would imagine you could keep them on Bivio or Iclub's files page as PDF's.

Danny Matthews Tuscola IL

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