Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

Recently, the Financial Industry Regulatory Authority (FINRA) imposed a fine of $850,000 on a firm with thousands of employees for failing to detect for two years that a single broker had taken more ...

Sometimes, life can get busy, and letting your finances slide happens by accident. You don’t always have time to review all of your financial accounts. You also may not be interested in constantly ...

David Dierking has 20+ years of experience in the investment services industry. He is a contributing writer for a half dozen investment websites. How long you keep your bank statements depends on the ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. It wasn’t too long ago that people used to balance their ...

How Often Should You Review Your Brokerage Account Statements for Accuracy? When was the last time you read your brokerage account statement? For many of us, the answer may be "a while ago" or maybe ...

Reading a brokerage statement may not qualify as one of life's more exciting experiences, but it's critical to smart money management. If you don't read and understand your brokerage statement, you ...

How often do you review your bank account statements? According to a GOBankingRates’ 2023 survey, 56% of Americans check their account statements each month for any suspicious activity. Check Out: I’m ...