Brokerage Statements
How to load brokerage statements to Valid8, and frequently asked questions.
Upload process:
- Sign in to Valid8.
- Open your engagement.
- Select the Load Evidence tile.
- Select the Brokerage Statements (PDF) type.
- Select the PDF files from your computer.
- Select Next.
- Select Start Extraction to begin the file extraction.
FAQs
Which data does Valid8 extract from a brokerage statement?
Valid8 extracts dividends, interest, capital gains, and cash or security transfers. Valid8 does not extract individual stock buy lines or sell lines.