Understanding Your MainStay Quarterly Investor Statement
Account statements may not be fancy or flashy, but they are one of the most important communications sent out by mutual fund companies. That's why it's essential to understand what your statement is telling you about your fund accounts.
Check out the illustrations below to get the big picture on your MainStay Investments quarterly investor statements.
Cover Page
This first statement page contains basic shareholder information. Details about our 24-hour self-service line appear on the reverse side of this page. You can find the following on the cover page:
Portfolio Summary
The second page of the statement provides shareholder account information, including:
Account Details
The remaining page(s) of the statement show the earnings and activity details for each account in the portfolio. Specifically, you can see:
If you need help with more specific questions about your statement, please give us a call at 800-MAINSTAY (624-6782).
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