Whether a quick overview of your account is enough or you’re inclined to delve more deeply into details, a Wells Fargo Advisors account statement provides both a portfolio Snapshot and thorough account Detail pages.
For an overview of what’s happened in your portfolio since your last monthly statement, refer to the Snapshot pages. If you have linked accounts, you’ll also receive a Combined Snapshot for those accounts.
As the name implies, you’ll find more about your portfolio’s activity and positions in the Detail pages, including cash flows, portfolio holdings itemized by category and value, and maturity amounts and dates for any fixed-income securities you hold.