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How to read your account statement

There are two types of accounts at Manulife Wealth, which determine the reporting you’ll receive. If you have a nominee account, you’ll get a Statement of Account for investments held with Fidelity Clearing Canada on your behalf.

If you have a client name account, you’ll get a Report on Client Positions held outside of Fidelity Clearing Canada ULC, which will be assets held directly at the fund company.

Both statements provide investment information, including Portfolio Summary, Account Holdings, and Account Activity. The following is an overview of these sections and details you should know.

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