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March 09, 2010

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Submit an Account Statement

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Upcoming Events

Submit an Account Statement

Each year, DALBAR gathers account statements from financial institutions for our Trends & Best Practices reports. If you currently hold an account statement from your financial institution and would like to help us with one of our studies, please feel free to contact or 416.777.1103 x229 to submit a statement. Qualified statements will earn a monetary reward.

DALBAR 2010-2011 Statement Studies

DALBAR is pleased to inform you that our 2010 Trends and Best Practices in Investor Statements reports are available for purchase. Each year, the Trends and Best Practices in Investor Statements report guides financial services firms in delivering statements that meet the needs of consumers and financial professionals while minimizing costs and maximizing effectiveness. Also, we look forward to introducing our new accessibility criteria in our statement evaluations this upcoming year.