The Quick Snapshot report has all the same data categories as the Snapshot report, but it does not take account transactions into consideration. Return figures and performance graphs for these portfolios go back ten years. FINRA-reviewed for use in sales situations.*
Note: *Except when the account includes a non-investible security like an index or proxy, or when the benchmark is something other than a standard index (such as a custom benchmark, a stock, a fund, or a subaccount). Money market funds and money market subaccounts that are included in the account must also have a 7-day Yield displayed.