http://fourstarinvestor.com/how-long-should-i-keep-my-financial-statements-sent-by-my-mutual-fund-companies-and-other-investment-companies/514/ Investment Advice for the New Economy Thu, 05 Apr 2012 05:09:28 +0000 http://wordpress.org/?v=2.9.2 hourly 1 http://fourstarinvestor.com/how-long-should-i-keep-my-financial-statements-sent-by-my-mutual-fund-companies-and-other-investment-companies/514/comment-page-1/#comment-1076 Lori A Sat, 22 May 2010 19:34:59 +0000 http://fourstarinvestor.com/how-long-should-i-keep-my-financial-statements-sent-by-my-mutual-fund-companies-and-other-investment-companies/514/#comment-1076 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. 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.

]]> http://fourstarinvestor.com/how-long-should-i-keep-my-financial-statements-sent-by-my-mutual-fund-companies-and-other-investment-companies/514/comment-page-1/#comment-1075 Chad M Sat, 22 May 2010 19:29:25 +0000 http://fourstarinvestor.com/how-long-should-i-keep-my-financial-statements-sent-by-my-mutual-fund-companies-and-other-investment-companies/514/#comment-1075 I would keep them as long as you keep your tax returns. I would keep them as long as you keep your tax returns.

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