Your documents are formal records of your investments with Albert. When you select holdings and make investments, you'll receive several documents related to your investments. Albert Investments will notify you via email when your documents become available.
To view your documents in the app:
- Tap Investments on the home screen.
- Tap the cog (⚙️) in the top right corner.
- Select Documents.
These documents confirm the trades you made in the past month. Trades refer to investments bought, as well as investments sold.
As an SEC-registered investment advisor, Albert Investments, LLC is mandated to send relevant tax documents to every investor. Keep these documents in a safe place, as you may need to disclose your investments on your taxes.
As Albert does not provide tax advice or guidance, it's a good idea to consult your accountant (or whoever prepares your tax return) if you have any questions about reporting investments on your taxes.
These are documents sent at month's end. They provide an overview of your trades and withdrawals, as well as your most recent account balance.
When you make an investment in a company or fund through the purchase of stocks, bonds or other securities, you become an official shareholder in that company or fund.
As a shareholder, you have the right to participate in votes on matters that may include:
- Elections, such as to the board of directors
- Corporate structural changes
- Mergers and acquisitions
- Executive compensation packages
- And more
You will be notified of any upcoming shareholder votes as they occur. When Albert sends you information related to your proxy vote, we'll include a link to your proxy statement and the company's (or fund's) annual report. Such information is provided to help you make an informed decision when the date of the shareholder vote occurs.
Your proxy vote is not mandatory.
Prospectus documents are provided when you make an initial investment in stocks, bonds and other securities.
These documents help you explore the companies or funds in which you've invested. A company's prospectus documents may include:
- A description of the type of investment made
- The company's or fund's history and financial information, along with information about its management
- The price and date of the investment
- Any selling discounts
- How the company will use your invested money
- Any risks involved
A fund's prospectus will typically contain information about the fund's objectives, investment strategies, risks, performance, distribution policy, management and expenses.