Oaken Statement - A Lost Cause | Page 2 | Oaken Financial | Discussion forum

Please consider registering

sp_LogInOut Log In sp_Registration Register

Register | Lost password?
Advanced Search

— Forum Scope —

— Match —

— Forum Options —

Minimum search word length is 3 characters - maximum search word length is 84 characters

No permission to create posts
sp_Feed Topic RSS sp_TopicIcon
Oaken Statement - A Lost Cause
February 9, 2019
11:18 pm
Denise Milani
Forum Posts: 82
Member Since:
February 9, 2019
sp_UserOfflineSmall Offline

I also must add, the year end summary they separated the account types and gave totals. But still don’t provide a report by account type by bank. If they did, it would so much nicer if you could see how close you are towards $100,000 per account type, per bank. Their thought process is very odd.

February 10, 2019
8:40 am
Forum Posts: 243
Member Since:
August 17, 2010
sp_UserOfflineSmall Offline

Thanks Denise! Glad it wasn't just me. I spend a lot of time going over the statements and online documents and thought I was doing something wrong.
I have both home trust and home bank with laddered gics so I agree their statement format is very confusing especially with multiple products.

No permission to create posts

Please write your comments in the forum.