1. This is your PrimeVest Account Number. TOP
2. This is the Social Security or Tax Identification Number that we have on file for this account. TOP
3. This is the location and telephone number of the office servicing your account. TOP
4. Portfolio Value Summary. This box details the market value of your account. The market value consists of cash and money fund positions and the market value of the account. Monies loaned to you from PrimeVest are deducted from your Portfolio Value to reflect your true Portfolio Net Worth. Certain securities may not be priced, and therefore will not be considered part of the total market value figure. TOP
5. Portfolio Income Summary. The total income and expenses for your account are given here, both for the current statement period and year-to-date. TOP