Record Keeping Financial Accounts

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Financial Account Record Keeping. Many records, including cash, credit and brokerage firm statements, are accessed online. Do you know how long those records are accessible to you?  If you needed access to records no longer available online, would there be a cost to obtain those records? How much? If you are relying on financial institutions to keep your records it may cost you a significant amount of time and money down the road.

Get Clear on Who's Keeping What and Where.
Cash, credit and investment account records support your legal, insurance, financial and tax needs. They are evidence records of income and expenses. If you are not keeping paper statements or downloading pdf statements, make sure you have access to your online accounts for at least 10 years after the account closes.

  • List all your financial accounts.
  • Visit the websites for each account.
  • Find out how long records are available online.
  • Find out how much it would cost to obtain records no longer available.
  • Determine where you will store your important finacial records.
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