How long should I keep my financial statements sent by my mutual fund companies and other investment companies

Comments

1. Chad M says:

   May 22, 2010 at 7:29 pm

   I would keep them as long as you keep your tax returns.
2. Lori A says:

   May 22, 2010 at 7:34 pm

   Once you have the annual report (summary statement) you can toss the quarterlies. I keep all the annuals, as well as purchase confirmations so I can keep accurate track of cost basis, though you can also track that with quicken or something similar.