Stocks,
Bonds, Mutual Funds, and other Investments:
Most of those who own stocks get a monthly or
quarterly statement from their brokerage. You
will need to supply statements for the most recent
sixty or ninety days in order to document these
assets.
Though it is rare nowadays, some people actually
have stock certificates instead of having a brokerage
account. When this is the situation, make copies
of the certificates and provide those copies to
your lender. You might also want to supply tax
records to indicate you have owned these stocks
for some time.
If part of your down payment will come from the
sale of stocks and investments, you will need
to keep all documentation that applies to the
sale. Keep a copy of the check or wire used to
deliver the funds to you, and a deposit receipt
for wherever you deposit the funds.
Provide these copies to your lender.
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