Reading Your Direct Stock Account Reports
In This Chapter
• Delving into statements
• Optional and automatic investments
• Partial investing options
• Building a spreadsheet
As a DRIP or DSP investor, you will receive statements quarterly (or whenever dividends are usually paid). You’ll also get a statement whenever there is activity on your account. In this chapter, we’ll review what to look for in statements from your DRIP or DSP. Then we’ll discuss the type of recordkeeping you need to do to manage your portfolio.