Verifying Stock Brokerage Accounts

Stocks & Equities
If you are liquidating money from a brokerage account be sure to keep statements of when you purchased the stock and sold it. If you own amd have the physical shares of any stocks, bonds or mutual funds which were bought external of the brokerage account, it is recommended to make hard copies of "proof of ownership" and for your lender to clearly know the form ofownership.

Upon the sale of stocks, bonds and mutual funds and subsequent deposit into a savings, checking or money market account, if at all possible, put the money in the same bank where you are have the majority of your accounts to keep it simple for the underwriter to follow the paper trail. And speaking of paper keep all receipts for those type of transactions!